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Curbstone Financial Management Corp’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Curbstone Financial Management Corp’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 		$408K Buy
+3,842
New +$408K 0.07% 210
2026
Q1 		– Sell
-5,050
Closed -$542K – 204
2025
Q4 		$542K Buy
5,050
+100
+2% +$10.8K 0.1% 161
2025
Q3 		$532K Buy
4,950
+84
+2% +$8.97K 0.1% 167
2025
Q2 		$520K Buy
+4,866
New +$515K 0.11% 168

Other funds holding GVI

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Curbstone Financial Management Corp's GVI Position: Q2 2026 in Review

Curbstone Financial Management Corp opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026: 3,842 shares worth $408K. The stake represents 0.07% of the portfolio and ranks #210 among its holdings. This is a return to the name: Curbstone Financial Management Corp previously reported a position in GVI as recently as Q4 2025.

Curbstone Financial Management Corp first reported a position in GVI in Q2 2025 and has held it in 4 quarters since. The position peaked at $542K in Q4 2025. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Curbstone Financial Management Corp held 3,842 shares of iShares Intermediate Government/Credit Bond ETF worth $408K as of Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF was a new Curbstone Financial Management Corp position in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up 0.07% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #210 holding.
  • Curbstone Financial Management Corp first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Curbstone Financial Management Corp's iShares Intermediate Government/Credit Bond ETF position peaked at $542K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.