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Chatham Capital Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Chatham Capital Group’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
2025
Q1 		– Sell
-33,614
Closed -$3.5M – 199
2024
Q4 		$3.5M Sell
33,614
-95
-0.3% -$9.98K 0.58% 53
2024
Q3 		$3.61M Buy
33,709
+3,225
+11% +$341K 0.59% 53
2024
Q2 		$3.16M Buy
30,484
+2,489
+9% +$257K 0.55% 56
2024
Q1 		$2.91M Buy
27,995
+25,450
+1,000% +$2.65M 0.53% 61
2023
Q4 		$267K Sell
2,545
-210
-8% -$21.5K 0.05% 172
2023
Q3 		$279K Sell
2,755
-6,000
-69% -$614K 0.06% 170
2023
Q2 		$901K Sell
8,755
-615
-7% -$64K 0.19% 124
2023
Q1 		$979K Hold
9,370
– – 0.22% 118
2022
Q4 		$960K Sell
9,370
-1,330
-12% -$136K 0.23% 117
2022
Q3 		$1.09M Sell
10,700
-21,434
-67% -$2.25M 0.27% 102
2022
Q2 		$3.39M Sell
32,134
-13,216
-29% -$1.4M 0.77% 40
2022
Q1 		$4.92M Buy
45,350
+1,045
+2% +$116K 0.95% 33
2021
Q4 		$5.04M Sell
44,305
-2,080
-4% -$238K 0.91% 33
2021
Q3 		$5.34M Buy
46,385
+3,680
+9% +$426K 1.03% 30
2021
Q2 		$4.94M Buy
42,705
+3,800
+10% +$439K 0.95% 33
2021
Q1 		$4.47M Buy
38,905
+205
+0.5% +$23.8K 0.94% 32
2020
Q4 		$4.55M Sell
38,700
-915
-2% -$107K 1.02% 28
2020
Q3 		$4.66M Buy
39,615
+4,020
+11% +$474K 1.15% 26
2020
Q2 		$4.19M Buy
35,595
+1,950
+6% +$227K 1.08% 26
2020
Q1 		$3.86M Buy
33,645
+2,430
+8% +$277K 1.14% 27
2019
Q4 		$3.52M Buy
31,215
+575
+2% +$65K 0.87% 36
2019
Q3 		$3.47M Sell
30,640
-370
-1% -$41.7K 0.89% 36
2019
Q2 		$3.48M Sell
31,010
-1,000
-3% -$111K 0.88% 36
2019
Q1 		$3.53M Buy
+32,010
New +$3.49M 0.91% 32

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Chatham Capital Group's GVI Position: Q1 2025 in Review

Chatham Capital Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2025, closing a stake of 33,614 shares — an estimated $3.5M sold.

Chatham Capital Group first reported a position in GVI in Q1 2019 and held it in 24 quarters. The position peaked at $5.34M in Q3 2021. 269 funds tracked by Wall St. Rank hold GVI as of Q1 2025.

  • Chatham Capital Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Chatham Capital Group sold 33,614 iShares Intermediate Government/Credit Bond ETF shares in Q1 2025, an estimated $3.5M.
  • Chatham Capital Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2019 and held it in 24 quarters.
  • Chatham Capital Group's iShares Intermediate Government/Credit Bond ETF position peaked at $5.34M in Q3 2021.
  • 269 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2025.

Based on Chatham Capital Group's 13F filing for Q1 2025, filed 10 Apr 2025.