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Bigelow Investment Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Bigelow Investment Advisors’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
Q2 		$2.02M Buy
19,032
+1,479
+8% +$157K 0.73% 37
2026
Q1 		$1.87M Buy
17,553
+2,386
+16% +$256K 0.75% 36
2025
Q4 		$1.63M Buy
15,167
+788
+5% +$84.7K 0.64% 46
2025
Q3 		$1.54M Buy
14,379
+2,993
+26% +$320K 0.62% 47
2025
Q2 		$1.22M Buy
11,386
+1,988
+21% +$210K 0.54% 55
2025
Q1 		$996K Buy
9,398
+1,202
+15% +$126K 0.47% 63
2024
Q4 		$854K Buy
8,196
+1,236
+18% +$130K 0.4% 76
2024
Q3 		$745K Buy
6,960
+908
+15% +$96.1K 0.33% 87
2024
Q2 		$628K Buy
6,052
+737
+14% +$76K 0.3% 95
2024
Q1 		$553K Buy
5,315
+1,959
+58% +$204K 0.27% 102
2023
Q4 		$352K Sell
3,356
-2,428
-42% -$248K 0.19% 119
2023
Q3 		$586K Sell
5,784
-853
-13% -$87.2K 0.34% 83
2023
Q2 		$683K Buy
+6,637
New +$691K 0.37% 80
2023
Q1 		– Sell
-8,657
Closed -$896K – 70
2022
Q4 		$887K Sell
8,657
-3,771
-30% -$385K 0.51% 64
2022
Q3 		$1.26M Sell
12,428
-1,595
-11% -$167K 0.75% 40
2022
Q2 		$1.48M Sell
14,023
-6,884
-33% -$731K 0.81% 34
2022
Q1 		$2.27M Buy
20,907
+309
+2% +$34.3K 1.06% 22
2021
Q4 		$2.34M Sell
20,598
-288
-1% -$32.9K 1.07% 21
2021
Q3 		$2.4M Sell
20,886
-1,542
-7% -$179K 1.18% 18
2021
Q2 		$2.59M Hold
22,428
– – 1.26% 16
2021
Q1 		$2.58M Sell
22,428
-200
-0.9% -$23.3K 1.31% 15
2020
Q4 		$2.66M Buy
22,628
+279
+1% +$32.8K 1.41% 14
2020
Q3 		$2.63M Buy
22,349
+22
+0.1% +$2.59K 1.56% 13
2020
Q2 		$2.63M Buy
22,327
+1,426
+7% +$166K 1.7% 12
2020
Q1 		$2.4M Buy
20,901
+27
+0.1% +$3.08K 1.8% 12
2019
Q4 		$2.35M Buy
20,874
+1,164
+6% +$131K 1.38% 13
2019
Q3 		$2.23M Sell
19,710
-133
-0.7% -$15K 1.42% 12
2019
Q2 		$2.23M Sell
19,843
-380
-2% -$42.1K 1.49% 12
2019
Q1 		$2.23M Sell
20,223
-242
-1% -$26.4K 1.55% 11
2018
Q4 		$2.21M Sell
20,465
-1,183
-5% -$127K 1.66% 13
2018
Q3 		$2.32M Sell
21,648
-860
-4% -$92.5K 1.56% 12
2018
Q2 		$2.42M Sell
22,508
-1,170
-5% -$126K 1.66% 12
2018
Q1 		$2.56M Buy
23,678
+649
+3% +$70.4K 1.74% 11
2017
Q4 		$2.53M Buy
+23,029
New +$2.54M 2.52% 8

Other funds holding GVI

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
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

Bigelow Investment Advisors's GVI Position: Q2 2026 in Review

Bigelow Investment Advisors increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 8.4% in Q2 2026, buying an estimated $157K and bringing the position to 19,032 shares worth $2.02M. The position accounts for 0.73% of the portfolio, ranked #37.

Bigelow Investment Advisors first reported a position in GVI in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.66M in Q4 2020. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Bigelow Investment Advisors held 19,032 shares of iShares Intermediate Government/Credit Bond ETF worth $2.02M as of Q2 2026.
  • Bigelow Investment Advisors bought 1,479 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $157K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.73% of Bigelow Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • Bigelow Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Bigelow Investment Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $2.66M in Q4 2020.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.