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Diversified Enterprises’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Diversified Enterprises’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 		$206K Buy
1,945
+60
+3% +$6.37K 0.01% 410
2026
Q1 		$201K Hold
1,885
– – 0.01% 402
2025
Q4 		$202K Buy
+1,885
New +$203K 0.01% 382

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Diversified Enterprises's GVI Position: Q2 2026 in Review

Diversified Enterprises increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 3.2% in Q2 2026, buying an estimated $6.37K and bringing the position to 1,945 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #410.

Diversified Enterprises first reported a position in GVI in Q4 2025 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Diversified Enterprises held 1,945 shares of iShares Intermediate Government/Credit Bond ETF worth $206K as of Q2 2026.
  • Diversified Enterprises bought 60 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $6.37K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #410 holding.
  • Diversified Enterprises first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.