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Telemus Capital’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Telemus Capital’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.36M Buy
13,009
+9,681
+291% +$989K 0.11% 131
2023
Q3 		$337K Sell
3,328
-974
-23% -$99.6K 0.03% 248
2023
Q2 		$443K Sell
4,302
-1,452
-25% -$151K 0.04% 233
2023
Q1 		$601K Sell
5,754
-4,483
-44% -$464K 0.05% 204
2022
Q4 		$1.06M Buy
+10,237
New +$1.05M 0.1% 168
2022
Q3 		– Sell
-11,657
Closed -$1.23M – 323
2022
Q2 		$1.23M Sell
11,657
-558
-5% -$59.2K 0.12% 153
2022
Q1 		$1.33M Sell
12,215
-3,637
-23% -$404K 0.12% 153
2021
Q4 		$1.8M Buy
+15,852
New +$1.81M 0.15% 129
2018
Q1 		– Sell
-10
Closed -$1K – 465
2017
Q4 		$1K Buy
+10
New +$1.1K ﹤0.01% 587

Other funds holding GVI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return