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Community Financial Services Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Community Financial Services 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
2026
Q2 		$12M Buy
113,885
+3,348
+3% +$356K 1.75% 19
2026
Q1 		$11.8M Buy
110,537
+2,747
+3% +$295K 2.07% 15
2025
Q4 		$11.6M Buy
107,790
+1,173
+1% +$126K 2.12% 14
2025
Q3 		$11.5M Buy
106,617
+3,392
+3% +$362K 2.1% 14
2025
Q2 		$11M Buy
103,225
+3,319
+3% +$351K 2.19% 15
2025
Q1 		$10.6M Buy
99,906
+4,684
+5% +$491K 2.3% 14
2024
Q4 		$9.92M Buy
95,222
+74,404
+357% +$7.82M 1.97% 14
2024
Q3 		$2.23M Sell
20,818
-24
-0.1% -$2.54K 0.46% 61
2024
Q2 		$2.16M Buy
20,842
+1,317
+7% +$136K 0.47% 62
2024
Q1 		$2.03M Buy
+19,525
New +$2.03M 0.46% 64

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Community Financial Services Group's GVI Position: Q2 2026 in Review

Community Financial Services Group increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 3% in Q2 2026, buying an estimated $356K and bringing the position to 113,885 shares worth $12M. The position accounts for 1.75% of the portfolio, ranked #19.

Community Financial Services Group first reported a position in GVI in Q1 2024 and has held it in 10 quarters since. 40 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Community Financial Services Group held 113,885 shares of iShares Intermediate Government/Credit Bond ETF worth $12M as of Q2 2026.
  • Community Financial Services Group bought 3,348 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $356K.
  • iShares Intermediate Government/Credit Bond ETF made up 1.75% of Community Financial Services Group's portfolio in Q2 2026, its #19 holding.
  • Community Financial Services Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.