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

Capital Investment Services of America’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 		$1.32M Sell
12,395
-2,525
-17% -$268K 0.13% 57
2026
Q1 		$1.59M Sell
14,920
-555
-4% -$59.5K 0.17% 54
2025
Q4 		$1.66M Sell
15,475
-2,750
-15% -$296K 0.16% 55
2025
Q3 		$1.96M Hold
18,225
– – 0.17% 52
2025
Q2 		$1.95M Sell
18,225
-135
-0.7% -$14.3K 0.18% 51
2025
Q1 		$1.95M Sell
18,360
-655
-3% -$68.7K 0.2% 51
2024
Q4 		$1.98M Sell
19,015
-360
-2% -$37.8K 0.19% 52
2024
Q3 		$2.08M Sell
19,375
-85
-0.4% -$9K 0.2% 51
2024
Q2 		$2.02M Hold
19,460
– – 0.19% 50
2024
Q1 		$2.02M Hold
19,460
– – 0.19% 50
2023
Q4 		$2.04M Sell
19,460
-225
-1% -$23K 0.21% 50
2023
Q3 		$1.99M Sell
19,685
-645
-3% -$66K 0.23% 49
2023
Q2 		$2.09M Sell
20,330
-190
-0.9% -$19.8K 0.23% 49
2023
Q1 		$2.14M Sell
20,520
-500
-2% -$51.8K 0.26% 47
2022
Q4 		$2.15M Sell
21,020
-1,120
-5% -$114K 0.29% 47
2022
Q3 		$2.25M Sell
22,140
-255
-1% -$26.8K 0.31% 48
2022
Q2 		$2.36M Sell
22,395
-370
-2% -$39.3K 0.31% 47
2022
Q1 		$2.59M Hold
22,765
– – 0.23% 49
2021
Q4 		$2.59M Sell
22,765
-2,000
-8% -$229K 0.23% 49
2021
Q3 		$2.85M Sell
24,765
-85
-0.3% -$9.85K 0.27% 47
2021
Q2 		$2.87M Sell
24,850
-200
-0.8% -$23.1K 0.27% 48
2021
Q1 		$2.88M Sell
25,050
-535
-2% -$62.2K 0.3% 47
2020
Q4 		$3.01M Sell
25,585
-170
-0.7% -$20K 0.31% 46
2020
Q3 		$3.03M Buy
25,755
+8,660
+51% +$1.02M 0.37% 45
2020
Q2 		$2.01M Buy
17,095
+4,940
+41% +$576K 0.26% 46
2020
Q1 		$1.39M Buy
12,155
+200
+2% +$22.8K 0.22% 46
2019
Q4 		$1.35M Buy
11,955
+3,100
+35% +$350K 0.18% 49
2019
Q3 		$1M Buy
+8,855
New +$999K 0.15% 50

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 22.9% 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 Investment Services of America's GVI Position: Q2 2026 in Review

Capital Investment Services of America reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 17% in Q2 2026, selling an estimated $268K and leaving 12,395 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #57.

Capital Investment Services of America first reported a position in GVI in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.03M in Q3 2020. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Capital Investment Services of America held 12,395 shares of iShares Intermediate Government/Credit Bond ETF worth $1.32M as of Q2 2026.
  • Capital Investment Services of America sold 2,525 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $268K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.13% of Capital Investment Services of America's portfolio in Q2 2026, its #57 holding.
  • Capital Investment Services of America first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Capital Investment Services of America's iShares Intermediate Government/Credit Bond ETF position peaked at $3.03M in Q3 2020.
  • 273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.