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

Curi RMB 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 		$11.3M Buy
106,909
+92,675
+651% +$9.84M 0.17% 152
2026
Q1 		$1.52M Buy
14,234
+10,950
+333% +$1.17M 0.03% 378
2025
Q4 		$353K Buy
+3,284
New +$353K 0.01% 708
2025
Q2 		– Sell
-2,163
Closed -$229K – 670
2025
Q1 		$229K Buy
+2,163
New +$227K 0.01% 456

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

Curi RMB Capital's GVI Position: Q2 2026 in Review

Curi RMB Capital increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 651% in Q2 2026, buying an estimated $9.84M and bringing the position to 106,909 shares worth $11.3M. The position accounts for 0.17% of the portfolio, ranked #152.

Curi RMB Capital first reported a position in GVI in Q1 2025 and has held it in 4 quarters since. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Curi RMB Capital held 106,909 shares of iShares Intermediate Government/Credit Bond ETF worth $11.3M as of Q2 2026.
  • Curi RMB Capital bought 92,675 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $9.84M.
  • iShares Intermediate Government/Credit Bond ETF made up 0.17% of Curi RMB Capital's portfolio in Q2 2026, its #152 holding.
  • Curi RMB Capital first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.