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

CoreCap 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 Q3	$33.8K	Hold	328	–	–	﹤0.01%	1577
2026 Q2	$34.8K	Hold	328	–	–	﹤0.01%	1569
2026 Q1	$35K	Buy	328 +58	+21%	+$6.22K	﹤0.01%	1460
2025 Q4	$29K	Hold	270	–	–	﹤0.01%	1538
2025 Q3	$29K	Sell	270 -7	-3%	-$748	﹤0.01%	1537
2025 Q2	$29.6K	Hold	277	–	–	﹤0.01%	1464
2025 Q1	$29.4K	Hold	277	–	–	﹤0.01%	1384
2024 Q4	$28.9K	Buy	277 +78	+39%	+$8.2K	﹤0.01%	1408
2024 Q3	$21.3K	Buy	+199	New	+$21.1K	﹤0.01%	1531
2024 Q2	–	Sell	-122	Closed	-$12.7K	–	2006
2024 Q1	$12.7K	Buy	+122	New	+$12.7K	﹤0.01%	1661

Other funds holding GVI

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

CoreCap Advisors's GVI Position: Q3 2026 in Review

CoreCap Advisors held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q3 2026 at 328 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

CoreCap Advisors first reported a position in GVI in Q1 2024 and has held it in 10 quarters since. The position peaked at $35K in Q1 2026. 71 funds tracked by Wall St. Rank hold GVI as of Q3 2026.

CoreCap Advisors held 328 shares of iShares Intermediate Government/Credit Bond ETF worth $33.8K as of Q3 2026.
CoreCap Advisors left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q3 2026.
iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1577 holding.
CoreCap Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2024 and has held it in 10 quarters since.
CoreCap Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $35K in Q1 2026.
71 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.