Creative Planning’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $593K | Buy |
5,555
+2,809
| +102% | +$301K | ﹤0.01% | 2887 |
|
|
2025
Q4 | $295K | Buy |
2,746
+398
| +17% | +$42.8K | ﹤0.01% | 3251 |
|
|
2025
Q3 | $252K | Buy |
2,348
+45
| +2% | +$4.81K | ﹤0.01% | 3287 |
|
|
2025
Q2 | $246K | Buy |
+2,303
| New | +$244K | ﹤0.01% | 3066 |
|
|
2025
Q1 | – | Sell |
-2,895
| Closed | -$302K | – | 3577 |
|
|
2024
Q4 | $302K | Sell |
2,895
-1,825
| -39% | -$192K | ﹤0.01% | 2660 |
|
|
2024
Q3 | $506K | Buy |
4,720
+914
| +24% | +$96.7K | ﹤0.01% | 2102 |
|
|
2024
Q2 | $395K | Sell |
3,806
-501
| -12% | -$51.7K | ﹤0.01% | 2138 |
|
|
2024
Q1 | $448K | Buy |
4,307
+323
| +8% | +$33.6K | ﹤0.01% | 1928 |
|
|
2023
Q4 | $417K | Buy |
3,984
+431
| +12% | +$44K | ﹤0.01% | 1830 |
|
|
2023
Q3 | $360K | Sell |
3,553
-2,933
| -45% | -$300K | ﹤0.01% | 1792 |
|
|
2023
Q2 | $667K | Buy |
6,486
+3,060
| +89% | +$318K | ﹤0.01% | 1379 |
|
|
2023
Q1 | $358K | Buy |
3,426
+1,351
| +65% | +$140K | ﹤0.01% | 1686 |
|
|
2022
Q4 | $213K | Sell |
2,075
-7,996
| -79% | -$817K | ﹤0.01% | 1985 |
|
|
2022
Q3 | $1.02M | Buy |
10,071
+7,652
| +316% | +$803K | ﹤0.01% | 957 |
|
|
2022
Q2 | $255K | Sell |
2,419
-596
| -20% | -$63.3K | ﹤0.01% | 1722 |
|
|
2022
Q1 | $327K | Buy |
3,015
+257
| +9% | +$28.5K | ﹤0.01% | 1574 |
|
|
2021
Q4 | $314K | Sell |
2,758
-6
| -0.2% | -$686 | ﹤0.01% | 1591 |
|
|
2021
Q3 | $318K | Buy |
2,764
+195
| +8% | +$22.6K | ﹤0.01% | 1552 |
|
|
2021
Q2 | $297K | Sell |
2,569
-1,634
| -39% | -$189K | ﹤0.01% | 1568 |
|
|
2021
Q1 | $483K | Sell |
4,203
-59
| -1% | -$6.86K | ﹤0.01% | 1469 |
|
|
2020
Q4 | $501K | Buy |
4,262
+460
| +12% | +$54K | ﹤0.01% | 1310 |
|
|
2020
Q3 | $448K | Buy |
3,802
+635
| +20% | +$74.9K | ﹤0.01% | 1188 |
|
|
2020
Q2 | $373K | Buy |
3,167
+433
| +16% | +$50.5K | ﹤0.01% | 1188 |
|
|
2020
Q1 | $314K | Sell |
2,734
-1,112
| -29% | -$127K | ﹤0.01% | 1161 |
|
|
2019
Q4 | $433K | Buy |
3,846
+132
| +4% | +$14.9K | ﹤0.01% | 1191 |
|
|
2019
Q3 | $420K | Sell |
3,714
-11
| -0.3% | -$1.24K | ﹤0.01% | 1167 |
|
|
2019
Q2 | $418K | Sell |
3,725
-1,258
| -25% | -$139K | ﹤0.01% | 1172 |
|
|
2019
Q1 | $549K | Sell |
4,983
-368
| -7% | -$40.1K | ﹤0.01% | 979 |
|
|
2018
Q4 | $579K | Buy |
5,351
+910
| +20% | +$97.5K | ﹤0.01% | 884 |
|
|
2018
Q3 | $477K | Sell |
4,441
-589
| -12% | -$63.4K | ﹤0.01% | 1103 |
|
|
2018
Q2 | $542K | Sell |
5,030
-653
| -11% | -$70.2K | ﹤0.01% | 1030 |
|
|
2018
Q1 | $615K | Sell |
5,683
-323
| -5% | -$35K | ﹤0.01% | 982 |
|
|
2017
Q4 | $659K | Sell |
6,006
-1,073
| -15% | -$118K | ﹤0.01% | 918 |
|
|
2017
Q3 | $785K | Sell |
7,079
-1,500
| -17% | -$167K | ﹤0.01% | 823 |
|
|
2017
Q2 | $950K | Sell |
8,579
-5,797
| -40% | -$642K | ﹤0.01% | 717 |
|
|
2017
Q1 | $1.58M | Buy |
14,376
+5,376
| +60% | +$591K | 0.01% | 503 |
|
|
2016
Q4 | $989K | Buy |
9,000
+646
| +8% | +$71.7K | 0.01% | 624 |
|
|
2016
Q3 | $943K | Buy |
8,354
+321
| +4% | +$36.2K | 0.01% | 616 |
|
|
2016
Q2 | $911K | Sell |
8,033
-1,222
| -13% | -$137K | 0.01% | 550 |
|
|
2016
Q1 | $1.04M | Sell |
9,255
-1,182
| -11% | -$131K | 0.01% | 491 |
|
|
2015
Q4 | $1.14M | Sell |
10,437
-2,350
| -18% | -$259K | 0.01% | 465 |
|
|
2015
Q3 | $1.42M | Sell |
12,787
-9,003
| -41% | -$996K | 0.01% | 378 |
|
|
2015
Q2 | $2.41M | Buy |
21,790
+4,015
| +23% | +$446K | 0.02% | 255 |
|
|
2015
Q1 | $1.99M | Sell |
17,775
-1,123
| -6% | -$125K | 0.02% | 280 |
|
|
2014
Q4 | $2.09M | Buy |
18,898
+4,057
| +27% | +$450K | 0.02% | 264 |
|
|
2014
Q3 | $1.64M | Buy |
14,841
+3,424
| +30% | +$379K | 0.02% | 285 |
|
|
2014
Q2 | $1.27M | Buy |
11,417
+3,987
| +54% | +$441K | 0.02% | 326 |
|
|
2014
Q1 | $817K | Sell |
7,430
-333
| -4% | -$36.7K | 0.01% | 433 |
|
|
2013
Q4 | $849K | Sell |
7,763
-455
| -6% | -$50.1K | 0.01% | 352 |
|
|
2013
Q3 | $905K | Buy |
8,218
+1,009
| +14% | +$111K | 0.02% | 291 |
|
|
2013
Q2 | $792K | Buy |
+7,209
| New | +$805K | 0.02% | 286 |
|
Other funds holding GVI
EB
CIA
CBU
MT
GAB
Creative Planning's GVI Position: Q1 2026 in Review
Creative Planning increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 102% in Q1 2026, buying an estimated $301K and bringing the position to 5,555 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #2887.
Creative Planning first reported a position in GVI in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.41M in Q2 2015. 276 funds tracked by Wall St. Rank hold GVI as of Q1 2026.
- Creative Planning held 5,555 shares of iShares Intermediate Government/Credit Bond ETF worth $593K as of Q1 2026.
- Creative Planning bought 2,809 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $301K.
- iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2887 holding.
- Creative Planning first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's iShares Intermediate Government/Credit Bond ETF position peaked at $2.41M in Q2 2015.
- 276 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.