CSC
GVI icon

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

Caldwell Sutter 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
2026
Q2 		$18K Hold
170
– – 0.01% 543
2026
Q1 		$18.1K Hold
170
– – 0.01% 501
2025
Q4 		$18.3K Hold
170
– – 0.01% 482
2025
Q3 		$18.3K Hold
170
– – 0.01% 482
2025
Q2 		$18.2K Hold
170
– – 0.01% 475
2025
Q1 		$18K Hold
170
– – 0.01% 481
2024
Q4 		$17.7K Hold
170
– – 0.01% 490
2024
Q3 		$18.2K Hold
170
– – 0.01% 494
2024
Q2 		$17.6K Hold
170
– – 0.01% 495
2024
Q1 		$17.7K Hold
170
– – 0.01% 487
2023
Q4 		$17.8K Hold
170
– – 0.01% 478
2023
Q3 		$17.2K Hold
170
– – 0.01% 468
2023
Q2 		$17.5K Buy
+170
New +$17.7K 0.01% 462

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

Caldwell Sutter Capital's GVI Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 170 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #543.

Caldwell Sutter Capital first reported a position in GVI in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.3K in Q3 2025. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Caldwell Sutter Capital held 170 shares of iShares Intermediate Government/Credit Bond ETF worth $18K as of Q2 2026.
  • Caldwell Sutter Capital left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #543 holding.
  • Caldwell Sutter Capital first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's iShares Intermediate Government/Credit Bond ETF position peaked at $18.3K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.