DLCIG
GVI icon

D.L. Carlson Investment Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

D.L. Carlson Investment 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
2026
Q2 		$58.6M Buy
552,150
+44,083
+9% +$4.68M 9.33% 2
2026
Q1 		$54.2M Buy
508,067
+41,362
+9% +$4.44M 9.32% 2
2025
Q4 		$50.1M Buy
466,705
+16,374
+4% +$1.76M 8.45% 2
2025
Q3 		$48.4M Buy
450,331
+48,907
+12% +$5.23M 8.12% 2
2025
Q2 		$42.9M Buy
401,424
+42,378
+12% +$4.48M 7.81% 2
2025
Q1 		$38.1M Sell
359,046
-7,877
-2% -$826K 7.32% 2
2024
Q4 		$38.2M Buy
366,923
+11,823
+3% +$1.24M 6.82% 2
2024
Q3 		$38M Buy
355,100
+89,321
+34% +$9.45M 6.88% 2
2024
Q2 		$27.6M Buy
265,779
+18,596
+8% +$1.92M 5.32% 2
2024
Q1 		$25.7M Buy
247,183
+10,343
+4% +$1.08M 5.02% 2
2023
Q4 		$24.6M Buy
236,840
+24,588
+12% +$2.51M 5% 2
2023
Q3 		$21.5M Buy
212,252
+17,775
+9% +$1.82M 4.34% 4
2023
Q2 		$20M Buy
+194,477
New +$20.2M 3.82% 4

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

D.L. Carlson Investment Group's GVI Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 8.7% in Q2 2026, buying an estimated $4.68M and bringing the position to 552,150 shares worth $58.6M. The position accounts for 9.33% of the portfolio, ranked #2.

D.L. Carlson Investment Group first reported a position in GVI in Q2 2023 and has held it in 13 quarters since. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • D.L. Carlson Investment Group held 552,150 shares of iShares Intermediate Government/Credit Bond ETF worth $58.6M as of Q2 2026.
  • D.L. Carlson Investment Group bought 44,083 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $4.68M.
  • iShares Intermediate Government/Credit Bond ETF made up 9.33% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #2 holding.
  • D.L. Carlson Investment Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.