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Darwin Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Darwin Wealth Management’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 		$1.09M Buy
10,290
+304
+3% +$32.3K 0.3% 79
2026
Q1 		$1.07M Buy
9,986
+2,032
+26% +$218K 0.33% 78
2025
Q4 		$854K Buy
7,954
+263
+3% +$28.3K 0.27% 79
2025
Q3 		$826K Sell
7,691
-401
-5% -$42.8K 0.26% 78
2025
Q2 		$864K Sell
8,092
-535
-6% -$56.6K 0.3% 76
2025
Q1 		$899K Hold
8,627
– – 0.3% 77
2024
Q4 		$899K Sell
8,627
-499
-5% -$52.4K 0.3% 77
2024
Q3 		$977K Buy
+9,126
New +$966K 0.27% 76
2024
Q2 		– Sell
-6,647
Closed -$691K – 104
2024
Q1 		$691K Buy
6,647
+259
+4% +$26.9K 0.19% 86
2023
Q4 		$669K Sell
6,388
-118
-2% -$12.1K 0.18% 88
2023
Q3 		$659K Sell
6,506
-205
-3% -$21K 0.18% 88
2023
Q2 		$687K Buy
6,711
+1,711
+34% +$178K 0.18% 88
2023
Q1 		$521K Buy
5,000
+434
+10% +$44.9K 0.14% 94
2022
Q4 		$476K Buy
4,566
+493
+12% +$50.4K 0.12% 104
2022
Q3 		$411K Buy
4,073
+712
+21% +$74.8K 0.1% 109
2022
Q2 		$357K Sell
3,361
-436
-11% -$46.3K 0.07% 126
2022
Q1 		$412K Buy
3,797
+507
+15% +$56.3K 0.07% 131
2021
Q4 		$370K Buy
3,290
+1,468
+81% +$168K 0.06% 134
2021
Q3 		$210K Buy
+1,822
New +$211K 0.03% 161
2018
Q1 		– Sell
-6,121
Closed -$672K – 142
2017
Q4 		$672K Buy
+6,121
New +$675K 0.29% 80
2017
Q3 		– Sell
-6,350
Closed -$703K – 112
2017
Q2 		$703K Sell
6,350
-685
-10% -$75.9K 0.39% 77
2017
Q1 		$775K Buy
7,035
+2,692
+62% +$296K 0.45% 68
2016
Q4 		$477K Buy
+4,343
New +$482K 0.32% 68

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

Darwin Wealth Management's GVI Position: Q2 2026 in Review

Darwin Wealth Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 3% in Q2 2026, buying an estimated $32.3K and bringing the position to 10,290 shares worth $1.09M. The position accounts for 0.3% of the portfolio, ranked #79.

Darwin Wealth Management first reported a position in GVI in Q4 2016 and has held it in 23 quarters since. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Darwin Wealth Management held 10,290 shares of iShares Intermediate Government/Credit Bond ETF worth $1.09M as of Q2 2026.
  • Darwin Wealth Management bought 304 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $32.3K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.3% of Darwin Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Darwin Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2016 and has held it in 23 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.