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

CFS 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 		$487K Buy
+4,606
New +$489K 0.03% 255

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Envestnet Portfolio Solutions
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
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM
WB
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
GT
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

CFS Investment Advisory Services opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026: 4,606 shares worth $487K. The stake represents 0.03% of the portfolio and ranks #255 among its holdings.

65 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • CFS Investment Advisory Services held 4,606 shares of iShares Intermediate Government/Credit Bond ETF worth $487K as of Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF was a new CFS Investment Advisory Services position in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #255 holding.
  • 65 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.