Courier Capital’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Courier Capital’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	$2.87M	Sell	27,029 -1,820	-6%	-$193K	0.14%	136
2026 Q1	$3.08M	Sell	28,849 -2,250	-7%	-$241K	0.17%	126
2025 Q4	$3.34M	Sell	31,099 -50,032	-62%	-$5.38M	0.19%	115
2025 Q3	$8.72M	Buy	81,131 +3,913	+5%	+$418K	0.5%	45
2025 Q2	$8.25M	Buy	77,218 +4,587	+6%	+$485K	0.5%	47
2025 Q1	$7.7M	Buy	72,631 +1,535	+2%	+$161K	0.5%	47
2024 Q4	$7.41M	Buy	71,096 +17,530	+33%	+$1.84M	0.51%	44
2024 Q3	$5.74M	Buy	53,566 +12,171	+29%	+$1.29M	0.39%	61
2024 Q2	$4.29M	Buy	41,395 +14,217	+52%	+$1.47M	0.34%	66
2024 Q1	$2.83M	Buy	27,178 +4,653	+21%	+$484K	0.2%	102
2023 Q4	$2.36M	Buy	22,525 +2,521	+13%	+$258K	0.18%	115
2023 Q3	$2.03M	Buy	20,004 +4,268	+27%	+$436K	0.17%	123
2023 Q2	$1.62M	Buy	15,736 +11,762	+296%	+$1.22M	0.13%	143
2023 Q1	$415K	Buy	3,974 +360	+10%	+$37.3K	0.05%	202
2022 Q4	$370K	Buy	3,614 +1,380	+62%	+$141K	0.04%	212
2022 Q3	$227K	Hold	2,234	–	–	0.03%	255
2022 Q2	$236K	Hold	2,234	–	–	0.03%	258
2022 Q1	$242K	Hold	2,234	–	–	0.02%	266
2021 Q4	$254K	Sell	2,234 -825	-27%	-$94.3K	0.02%	268
2021 Q3	$352K	Hold	3,059	–	–	0.03%	224
2021 Q2	$354K	Hold	3,059	–	–	0.03%	227
2021 Q1	$351K	Hold	3,059	–	–	0.04%	219
2020 Q4	$360K	Hold	3,059	–	–	0.04%	207
2020 Q3	$359K	Hold	3,059	–	–	0.04%	192
2020 Q2	$360K	Hold	3,059	–	–	0.05%	190
2020 Q1	$355K	Sell	3,059 -627	-17%	-$71.4K	0.05%	180
2019 Q4	$416K	Hold	3,686	–	–	0.05%	188
2019 Q3	$420K	Hold	3,686	–	–	0.05%	185
2019 Q2	$414K	Hold	3,686	–	–	0.05%	183
2019 Q1	$406K	Sell	3,686 -90	-2%	-$9.8K	0.05%	176
2018 Q4	$409K	Sell	3,776 -250	-6%	-$26.8K	0.06%	167
2018 Q3	$432K	Sell	4,026 -465	-10%	-$50K	0.05%	176
2018 Q2	$484K	Hold	4,491	–	–	0.06%	170
2018 Q1	$486K	Hold	4,491	–	–	0.06%	164
2017 Q4	$493K	Sell	4,491 -980	-18%	-$108K	0.06%	163
2017 Q3	$607K	Sell	5,471 -270	-5%	-$30K	0.08%	138
2017 Q2	$635K	Sell	5,741 -1,950	-25%	-$216K	0.11%	129
2017 Q1	$848K	Sell	7,691 -885	-10%	-$97.3K	0.15%	116
2016 Q4	$942K	Hold	8,576	–	–	0.18%	105
2016 Q3	$968K	Buy	8,576 +1,648	+24%	+$186K	0.19%	97
2016 Q2	$957K	Hold	6,928	–	–	0.19%	100
2016 Q1	$957K	Sell	6,928 -3,878	-36%	-$430K	0.2%	92
2015 Q4	$1.18M	Sell	10,806 -1,664	-13%	-$184K	0.25%	82
2015 Q3	$1.39M	Sell	12,470 -1,000	-7%	-$111K	0.31%	74
2015 Q2	$1.49M	Hold	13,470	–	–	0.3%	76
2015 Q1	$1.51M	Sell	13,470 -1,000	-7%	-$111K	0.3%	78
2014 Q4	$1.6M	Sell	14,470 -900	-6%	-$99.8K	0.32%	71
2014 Q3	$1.7M	Sell	15,370 -3,531	-19%	-$390K	0.34%	71
2014 Q2	$2.1M	Sell	18,901 -1,362	-7%	-$151K	0.41%	62
2014 Q1	$2.23M	Sell	20,263 -5,418	-21%	-$597K	0.46%	55
2013 Q4	$2.81M	Sell	25,681 -5,520	-18%	-$607K	0.6%	38
2013 Q3	$3.44M	Sell	31,201 -9,467	-23%	-$1.04M	0.79%	28
2013 Q2	$4.47M	Buy	+40,668	New	+$4.54M	1.11%	21

Other funds holding GVI

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Courier Capital's GVI Position: Q2 2026 in Review

Courier Capital reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 6.3% in Q2 2026, selling an estimated $193K and leaving 27,029 shares worth $2.87M. The position accounts for 0.14% of the portfolio, ranked #136.

Courier Capital first reported a position in GVI in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.72M in Q3 2025. 111 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Courier Capital held 27,029 shares of iShares Intermediate Government/Credit Bond ETF worth $2.87M as of Q2 2026.
Courier Capital sold 1,820 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $193K.
iShares Intermediate Government/Credit Bond ETF made up 0.14% of Courier Capital's portfolio in Q2 2026, its #136 holding.
Courier Capital first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and has held it in 53 quarters since.
Courier Capital's iShares Intermediate Government/Credit Bond ETF position peaked at $8.72M in Q3 2025.
111 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.