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

Beaumont 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
2026
Q1 		$660K Sell
6,183
-206
-3% -$22.1K 0.81% 23
2025
Q4 		$686K Sell
6,389
-458
-7% -$49.2K 0.85% 21
2025
Q3 		$736K Buy
6,847
+294
+4% +$31.4K 0.49% 39
2025
Q2 		$700K Buy
6,553
+3,614
+123% +$382K 0.48% 38
2025
Q1 		$312K Sell
2,939
-1,031
-26% -$108K 0.23% 51
2024
Q4 		$414K Buy
3,970
+101
+3% +$10.6K 0.32% 37
2024
Q3 		$414K Buy
3,869
+118
+3% +$12.5K 0.3% 38
2024
Q2 		$389K Sell
3,751
-1,734
-32% -$179K 0.3% 41
2024
Q1 		$570K Buy
5,485
+104
+2% +$10.8K 0.42% 37
2023
Q4 		$564K Sell
5,381
-37,278
-87% -$3.81M 0.43% 38
2023
Q3 		$4.32M Buy
42,659
+32,970
+340% +$3.37M 3.12% 11
2023
Q2 		$997K Buy
+9,689
New +$1.01M 0.69% 31
2022
Q4 		– Sell
-3,141
Closed -$319K – 45
2022
Q3 		$319K Sell
3,141
-704
-18% -$73.9K 0.32% 33
2022
Q2 		$405K Buy
+3,845
New +$408K 0.33% 24
2021
Q2 		– Sell
-3,177
Closed -$365K – 33
2021
Q1 		$365K Buy
+3,177
New +$370K 0.36% 27

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Beaumont Capital Management's GVI Position: Q1 2026 in Review

Beaumont Capital Management reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 3.2% in Q1 2026, selling an estimated $22.1K and leaving 6,183 shares worth $660K. The position accounts for 0.81% of the portfolio, ranked #23.

Beaumont Capital Management first reported a position in GVI in Q1 2021 and has held it in 15 quarters since. The position peaked at $4.32M in Q3 2023. 276 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Beaumont Capital Management held 6,183 shares of iShares Intermediate Government/Credit Bond ETF worth $660K as of Q1 2026.
  • Beaumont Capital Management sold 206 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $22.1K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.81% of Beaumont Capital Management's portfolio in Q1 2026, its #23 holding.
  • Beaumont Capital Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2021 and has held it in 15 quarters since.
  • Beaumont Capital Management's iShares Intermediate Government/Credit Bond ETF position peaked at $4.32M in Q3 2023.
  • 276 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.