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

Colonial Trust Advisors’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
Q1 		$42.6K Buy
399
+2
+0.5% +$215 ﹤0.01% 364
2025
Q4 		$42.6K Buy
397
+5
+1% +$538 ﹤0.01% 360
2025
Q3 		$42.1K Buy
+392
New +$41.9K ﹤0.01% 362

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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

Colonial Trust Advisors's GVI Position: Q1 2026 in Review

Colonial Trust Advisors increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.5% in Q1 2026, buying an estimated $215 and bringing the position to 399 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Colonial Trust Advisors first reported a position in GVI in Q3 2025 and has held it in 3 quarters since. The position peaked at $42.6K in Q4 2025. 277 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Colonial Trust Advisors held 399 shares of iShares Intermediate Government/Credit Bond ETF worth $42.6K as of Q1 2026.
  • Colonial Trust Advisors bought 2 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $215.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #364 holding.
  • Colonial Trust Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Colonial Trust Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $42.6K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.