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Csenge Advisory Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Csenge Advisory 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
2025
Q3 		– Sell
-8,497
Closed -$901K – 719
2025
Q2 		$901K Buy
8,497
+20
+0.2% +$2.12K 0.05% 283
2025
Q1 		$896K Sell
8,477
-713
-8% -$74.8K 0.05% 271
2024
Q4 		$958K Sell
9,190
-109
-1% -$11.5K 0.05% 277
2024
Q3 		$985K Buy
9,299
+124
+1% +$13.1K 0.05% 279
2024
Q2 		$952K Sell
9,175
-1,023
-10% -$105K 0.05% 261
2024
Q1 		$1.06M Buy
10,198
+324
+3% +$33.7K 0.06% 254
2023
Q4 		$1.03M Sell
9,874
-170
-2% -$17.4K 0.06% 228
2023
Q3 		$1.02M Sell
10,044
-6,841
-41% -$700K 0.07% 209
2023
Q2 		$1.74M Buy
+16,885
New +$1.76M 0.12% 146
2020
Q2 		– Sell
-7,235
Closed -$830K – 390
2020
Q1 		$830K Buy
+7,235
New +$824K 0.22% 100

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Csenge Advisory Group's GVI Position: Q3 2025 in Review

Csenge Advisory Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2025, closing a stake of 8,497 shares — an estimated $901K sold.

Csenge Advisory Group first reported a position in GVI in Q1 2020 and held it in 10 quarters. The position peaked at $1.74M in Q2 2023. 266 funds tracked by Wall St. Rank hold GVI as of Q3 2025.

  • Csenge Advisory Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 8,497 iShares Intermediate Government/Credit Bond ETF shares in Q3 2025, an estimated $901K.
  • Csenge Advisory Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2020 and held it in 10 quarters.
  • Csenge Advisory Group's iShares Intermediate Government/Credit Bond ETF position peaked at $1.74M in Q2 2023.
  • 266 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.