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

Capital Investment Advisory Services’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	–	Sell	-74	Closed	-$7.89K	–	1314
2026 Q1	$7.89K	Buy	74 +6	+9%	+$644	﹤0.01%	1083
2025 Q4	$7.3K	Buy	68 +2	+3%	+$215	﹤0.01%	1051
2025 Q3	$7.09K	Buy	66 +1	+2%	+$107	﹤0.01%	991
2025 Q2	$6.94K	Buy	65 +1	+2%	+$106	﹤0.01%	966
2025 Q1	$6.79K	Buy	+64	New	+$6.71K	﹤0.01%	900

Other funds holding GVI

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Capital Investment Advisory Services's GVI Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 74 shares — an estimated $7.89K sold.

Capital Investment Advisory Services first reported a position in GVI in Q1 2025 and held it in 5 quarters. The position peaked at $7.89K in Q1 2026. 74 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Capital Investment Advisory Services reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
Capital Investment Advisory Services sold 74 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $7.89K.
Capital Investment Advisory Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2025 and held it in 5 quarters.
Capital Investment Advisory Services's iShares Intermediate Government/Credit Bond ETF position peaked at $7.89K in Q1 2026.
74 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

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