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Conning Inc’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Conning Inc’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
Q2 		– Sell
-117,107
Closed -$12.4M – 349
2025
Q1 		$12.4M Buy
+117,107
New +$12.3M 0.43% 68
2018
Q3 		– Sell
-45,395
Closed -$4.89M – 581
2018
Q2 		$4.89M Hold
45,395
– – 0.15% 103
2018
Q1 		$4.92M Buy
+45,395
New +$4.92M 0.16% 101

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
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
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 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

Conning Inc's GVI Position: Q2 2025 in Review

Conning Inc sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2025, closing a stake of 117,107 shares — an estimated $12.4M sold.

Conning Inc first reported a position in GVI in Q1 2018 and held it in 3 quarters. The position peaked at $12.4M in Q1 2025. 279 funds tracked by Wall St. Rank hold GVI as of Q2 2025.

  • Conning Inc reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Conning Inc sold 117,107 iShares Intermediate Government/Credit Bond ETF shares in Q2 2025, an estimated $12.4M.
  • Conning Inc first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2018 and held it in 3 quarters.
  • Conning Inc's iShares Intermediate Government/Credit Bond ETF position peaked at $12.4M in Q1 2025.
  • 279 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2025.

Based on Conning Inc's 13F filing for Q2 2025, filed 24 Jul 2025.