Diversified Enterprises
GVI icon

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
Q3 		$723K Buy
7,018
+5,073
+261% +$532K 0.03% 218
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

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
DT Investment Partners
DT Investment Partners Chadds Ford, Pennsylvania $1.37B AUM 14.49% 1-Year Est. Return
Southern Michigan Bank & Trust
Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Greenwood Capital Associates
Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Diversified Enterprises's GVI Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 261% in Q3 2026, buying an estimated $532K and bringing the position to 7,018 shares worth $723K. The position accounts for 0.03% of the portfolio, ranked #218.

Diversified Enterprises first reported a position in GVI in Q4 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold GVI as of Q3 2026.

  • Diversified Enterprises held 7,018 shares of iShares Intermediate Government/Credit Bond ETF worth $723K as of Q3 2026.
  • Diversified Enterprises bought 5,073 iShares Intermediate Government/Credit Bond ETF shares in Q3 2026, an estimated $532K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #218 holding.
  • Diversified Enterprises first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.