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Clearstead Trust’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Clearstead Trust’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
Q3 		– Sell
-1,465
Closed -$156K – 1536
2025
Q2 		$156K Buy
+1,465
New +$155K 0.03% 196
2023
Q4 		– Sell
-232
Closed -$23.5K – 438
2023
Q3 		$23.5K Hold
232
– – 0.01% 274
2023
Q2 		$23.9K Buy
+232
New +$24.1K 0.01% 255

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

Clearstead Trust's GVI Position: Q3 2025 in Review

Clearstead Trust sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2025, closing a stake of 1,465 shares — an estimated $156K sold.

Clearstead Trust first reported a position in GVI in Q2 2023 and held it in 3 quarters. The position peaked at $156K in Q2 2025. 266 funds tracked by Wall St. Rank hold GVI as of Q3 2025.

  • Clearstead Trust reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Clearstead Trust sold 1,465 iShares Intermediate Government/Credit Bond ETF shares in Q3 2025, an estimated $156K.
  • Clearstead Trust first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2023 and held it in 3 quarters.
  • Clearstead Trust's iShares Intermediate Government/Credit Bond ETF position peaked at $156K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.