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Cape Investment Advisory’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Cape Investment Advisory’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 		$266 Buy
+3
New +$319 ﹤0.01% 1413
2026
Q1 		– Sell
-2
Closed -$267 – 606
2025
Q4 		$267 Sell
2
-1
-33% -$108 ﹤0.01% 1271
2025
Q3 		$303 Buy
3
+1
+50% +$107 ﹤0.01% 801
2025
Q2 		$266 Sell
2
-1
-33% -$106 ﹤0.01% 1104
2025
Q1 		$327 Buy
+3
New +$315 ﹤0.01% 1038

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

Cape Investment Advisory's GVI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026: 3 shares worth $266. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GVI as recently as Q4 2025.

Cape Investment Advisory first reported a position in GVI in Q1 2025 and has held it in 5 quarters since. The position peaked at $327 in Q1 2025. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Cape Investment Advisory held 3 shares of iShares Intermediate Government/Credit Bond ETF worth $266 as of Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1413 holding.
  • Cape Investment Advisory first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Cape Investment Advisory's iShares Intermediate Government/Credit Bond ETF position peaked at $327 in Q1 2025.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.