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

Towneley Capital Management’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
2024
Q4 		– Sell
-5,379
Closed -$576K – 47
2024
Q3 		$576K Buy
5,379
+14
+0.3% +$1.48K 0.13% 29
2024
Q2 		$557K Sell
5,365
-23,864
-82% -$2.46M 0.13% 29
2024
Q1 		$3.04M Sell
29,229
-1,773
-6% -$184K 0.75% 20
2023
Q4 		$3.25M Buy
+31,002
New +$3.17M 0.83% 20

Other funds holding GVI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Towneley Capital Management's GVI Position: Q4 2024 in Review

Towneley Capital Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2024, closing a stake of 5,379 shares — an estimated $576K sold.

Towneley Capital Management first reported a position in GVI in Q4 2023 and held it in 4 quarters. The position peaked at $3.25M in Q4 2023. 278 funds tracked by Wall St. Rank hold GVI as of Q4 2024.

  • Towneley Capital Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Towneley Capital Management sold 5,379 iShares Intermediate Government/Credit Bond ETF shares in Q4 2024, an estimated $576K.
  • Towneley Capital Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and held it in 4 quarters.
  • Towneley Capital Management's iShares Intermediate Government/Credit Bond ETF position peaked at $3.25M in Q4 2023.
  • 278 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2024.

Based on Towneley Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.