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 Q2	$42.7K	Buy	403 +4	+1%	+$425	﹤0.01%	386
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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Colonial Trust Advisors's GVI Position: Q2 2026 in Review

Colonial Trust Advisors increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 1% in Q2 2026, buying an estimated $425 and bringing the position to 403 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Colonial Trust Advisors first reported a position in GVI in Q3 2025 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Colonial Trust Advisors held 403 shares of iShares Intermediate Government/Credit Bond ETF worth $42.7K as of Q2 2026.
Colonial Trust Advisors bought 4 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $425.
iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #386 holding.
Colonial Trust Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2025 and has held it in 4 quarters since.
273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.