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American Trust’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

American Trust’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
2025
Q4 		– Sell
-2,060
Closed -$221K – 340
2025
Q3 		$221K Sell
2,060
-319
-13% -$34.1K 0.02% 295
2025
Q2 		$254K Buy
+2,379
New +$252K 0.02% 245

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

American Trust's GVI Position: Q4 2025 in Review

American Trust sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2025, closing a stake of 2,060 shares — an estimated $221K sold.

American Trust first reported a position in GVI in Q2 2025 and held it in 2 quarters. The position peaked at $254K in Q2 2025. 287 funds tracked by Wall St. Rank hold GVI as of Q4 2025.

  • American Trust reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2025 after selling out during the quarter.
  • American Trust sold 2,060 iShares Intermediate Government/Credit Bond ETF shares in Q4 2025, an estimated $221K.
  • American Trust first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2025 and held it in 2 quarters.
  • American Trust's iShares Intermediate Government/Credit Bond ETF position peaked at $254K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2025.

Based on American Trust's 13F filing for Q4 2025, filed 17 Feb 2026.