Charles Schwab
GVI icon

Charles Schwab’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Charles Schwab’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
-6,510
Closed -$694K – 3489
2026
Q1 		$694K Buy
6,510
+3,367
+107% +$361K ﹤0.01% 3005
2025
Q4 		$337K Buy
+3,143
New +$338K ﹤0.01% 3252
2025
Q3 		– Sell
-115,707
Closed -$12.4M – 3496
2025
Q2 		$12.4M Sell
115,707
-2,929
-2% -$310K ﹤0.01% 1906
2025
Q1 		$12.6M Sell
118,636
-45,038
-28% -$4.72M ﹤0.01% 1847
2024
Q4 		$17.1M Buy
163,674
+33,539
+26% +$3.52M ﹤0.01% 1777
2024
Q3 		$13.9M Sell
130,135
-9,119
-7% -$965K ﹤0.01% 1882
2024
Q2 		$14.4M Sell
139,254
-5,150
-4% -$531K ﹤0.01% 1855
2024
Q1 		$15M Sell
144,404
-66,257
-31% -$6.89M ﹤0.01% 1776
2023
Q4 		$22.1M Buy
210,661
+12,790
+6% +$1.31M 0.01% 1541
2023
Q3 		$20.1M Buy
197,871
+191,671
+3,091% +$19.6M 0.01% 1511
2023
Q2 		$638K Buy
6,200
+3,008
+94% +$313K ﹤0.01% 2937
2023
Q1 		$334K Sell
3,192
-60,165
-95% -$6.23M ﹤0.01% 3063
2022
Q4 		$6.49M Sell
63,357
-7,364
-10% -$752K ﹤0.01% 2072
2022
Q3 		$7.19M Sell
70,721
-4,227
-6% -$444K ﹤0.01% 2025
2022
Q2 		$7.91M Buy
74,948
+53,655
+252% +$5.69M ﹤0.01% 1957
2022
Q1 		$2.31M Sell
21,293
-54,372
-72% -$6.04M ﹤0.01% 2595
2021
Q4 		$8.61M Buy
75,665
+65,378
+636% +$7.47M ﹤0.01% 2079
2021
Q3 		$1.18M Sell
10,287
-155
-1% -$18K ﹤0.01% 2813
2021
Q2 		$1.21M Sell
10,442
-1,437
-12% -$166K ﹤0.01% 2862
2021
Q1 		$1.36M Buy
11,879
+867
+8% +$101K ﹤0.01% 2756
2020
Q4 		$1.29M Sell
11,012
-688
-6% -$80.8K ﹤0.01% 2703
2020
Q3 		$1.38M Sell
11,700
-155
-1% -$18.3K ﹤0.01% 2604
2020
Q2 		$1.4M Sell
11,855
-4,667
-28% -$544K ﹤0.01% 2542
2020
Q1 		$1.9M Buy
+16,522
New +$1.88M ﹤0.01% 2297

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

Charles Schwab's GVI Position: Q2 2026 in Review

Charles Schwab sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 6,510 shares — an estimated $694K sold.

Charles Schwab first reported a position in GVI in Q1 2020 and held it in 24 quarters. The position peaked at $22.1M in Q4 2023. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Charles Schwab reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Charles Schwab sold 6,510 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $694K.
  • Charles Schwab first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2020 and held it in 24 quarters.
  • Charles Schwab's iShares Intermediate Government/Credit Bond ETF position peaked at $22.1M in Q4 2023.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.