CFO
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CVA Family Office’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

CVA Family Office’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 		$21.7K Hold
205
– – ﹤0.01% 793
2026
Q1 		$21.9K Hold
205
– – ﹤0.01% 775
2025
Q4 		$22K Hold
205
– – ﹤0.01% 680
2025
Q3 		$22K Hold
205
– – ﹤0.01% 672
2025
Q2 		$21.9K Hold
205
– – ﹤0.01% 670
2025
Q1 		$21.7K Hold
205
– – ﹤0.01% 669
2024
Q4 		$21.4K Hold
205
– – ﹤0.01% 666
2024
Q3 		$22K Hold
205
– – ﹤0.01% 640
2024
Q2 		$21.3K Hold
205
– – ﹤0.01% 629
2024
Q1 		$21.3K Hold
205
– – ﹤0.01% 629
2023
Q4 		$21.5K Buy
+205
New +$20.9K ﹤0.01% 610
2023
Q3 		– Sell
-205
Closed -$21.1K – 533
2023
Q2 		$21.1K Hold
205
– – ﹤0.01% 604
2023
Q1 		$21.4K Hold
205
– – ﹤0.01% 585
2022
Q4 		$21K Sell
205
-550
-73% -$56.2K 0.01% 555
2022
Q3 		$77K Hold
755
– – 0.02% 279
2022
Q2 		$80K Hold
755
– – 0.02% 276
2022
Q1 		$82K Hold
755
– – 0.02% 294
2021
Q4 		$86K Buy
755
+205
+37% +$23.4K 0.02% 264
2021
Q3 		$65K Sell
550
-205
-27% -$23.8K 0.05% 153
2021
Q2 		$87K Hold
755
– – 0.02% 259
2021
Q1 		$87K Buy
755
+205
+37% +$23.8K 0.03% 199
2020
Q4 		$65K Hold
550
– – 0.04% 164
2020
Q3 		$65K Hold
550
– – 0.05% 153
2020
Q2 		$65K Buy
+550
New +$64.1K 0.05% 141
2020
Q1 		– Sell
-3,500
Closed -$394K – 305
2019
Q4 		$394K Buy
+3,500
New +$395K 0.36% 50

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

CVA Family Office's GVI Position: Q2 2026 in Review

CVA Family Office held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 205 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

CVA Family Office first reported a position in GVI in Q4 2019 and has held it in 25 quarters since. The position peaked at $394K in Q4 2019. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • CVA Family Office held 205 shares of iShares Intermediate Government/Credit Bond ETF worth $21.7K as of Q2 2026.
  • CVA Family Office left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #793 holding.
  • CVA Family Office first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • CVA Family Office's iShares Intermediate Government/Credit Bond ETF position peaked at $394K in Q4 2019.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.