CAL
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Capital Advisors Ltd’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Capital Advisors Ltd’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 		$11K Hold
102
– – ﹤0.01% 838
2026
Q1 		$11K Buy
102
+99
+3,300% +$10.6K ﹤0.01% 808
2025
Q4 		$0 Sell
3
-103
-97% -$11.1K ﹤0.01% 1440
2025
Q3 		$11K Hold
106
– – ﹤0.01% 778
2025
Q2 		$11K Hold
106
– – ﹤0.01% 767
2025
Q1 		$11K Hold
106
– – ﹤0.01% 749
2024
Q4 		$11K Hold
106
– – ﹤0.01% 757
2024
Q3 		$11K Hold
106
– – ﹤0.01% 754
2024
Q2 		$11K Hold
106
– – ﹤0.01% 730
2024
Q1 		$11K Hold
106
– – ﹤0.01% 695
2023
Q4 		$11K Sell
106
-10
-9% -$1.02K ﹤0.01% 675
2023
Q3 		$12K Hold
116
– – ﹤0.01% 648
2023
Q2 		$12K Hold
116
– – ﹤0.01% 657
2023
Q1 		$12K Hold
116
– – ﹤0.01% 528
2022
Q4 		$12K Hold
116
– – ﹤0.01% 532
2022
Q3 		$12K Hold
116
– – ﹤0.01% 513
2022
Q2 		$12K Buy
+116
New +$12.3K ﹤0.01% 484
2018
Q2 		– Sell
-174
Closed -$19K – 407
2018
Q1 		$19K Hold
174
– – 0.01% 277
2017
Q4 		$19K Hold
174
– – 0.01% 282
2017
Q3 		$19K Hold
174
– – 0.01% 284
2017
Q2 		$19K Sell
174
-96
-36% -$10.6K 0.01% 288
2017
Q1 		$30K Hold
270
– – 0.01% 232
2016
Q4 		$30K Sell
270
-224
-45% -$24.8K 0.01% 228
2016
Q3 		$56K Buy
494
+208
+73% +$23.5K 0.02% 178
2016
Q2 		$32K Sell
286
-58
-17% -$6.5K 0.02% 216
2016
Q1 		$39K Sell
344
-166
-33% -$18.4K 0.02% 202
2015
Q4 		$56K Buy
+510
New +$56.3K 0.03% 171

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

Capital Advisors Ltd's GVI Position: Q2 2026 in Review

Capital Advisors Ltd held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 102 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Capital Advisors Ltd first reported a position in GVI in Q4 2015 and has held it in 27 quarters since. The position peaked at $56K in Q3 2016. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Capital Advisors Ltd held 102 shares of iShares Intermediate Government/Credit Bond ETF worth $11K as of Q2 2026.
  • Capital Advisors Ltd 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 Capital Advisors Ltd's portfolio in Q2 2026, its #838 holding.
  • Capital Advisors Ltd first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2015 and has held it in 27 quarters since.
  • Capital Advisors Ltd's iShares Intermediate Government/Credit Bond ETF position peaked at $56K in Q3 2016.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.