Donaldson Capital Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Donaldson Capital 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
2025 Q2	–	Sell	-6,057	Closed	-$642K	–	218
2025 Q1	$642K	Hold	6,057	–	–	0.02%	157
2024 Q4	$631K	Hold	6,057	–	–	0.02%	160
2024 Q3	$649K	Hold	6,057	–	–	0.02%	156
2024 Q2	$628K	Sell	6,057 -2,618	-30%	-$270K	0.03%	146
2024 Q1	$902K	Buy	8,675 +1,871	+27%	+$195K	0.04%	128
2023 Q4	$713K	Buy	+6,804	New	+$695K	0.03%	146

Other funds holding GVI

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Donaldson Capital Management's GVI Position: Q2 2025 in Review

Donaldson Capital Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2025, closing a stake of 6,057 shares — an estimated $642K sold.

Donaldson Capital Management first reported a position in GVI in Q4 2023 and held it in 6 quarters. The position peaked at $902K in Q1 2024. 280 funds tracked by Wall St. Rank hold GVI as of Q2 2025.

Donaldson Capital Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2025 after selling out during the quarter.
Donaldson Capital Management sold 6,057 iShares Intermediate Government/Credit Bond ETF shares in Q2 2025, an estimated $642K.
Donaldson Capital Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and held it in 6 quarters.
Donaldson Capital Management's iShares Intermediate Government/Credit Bond ETF position peaked at $902K in Q1 2024.
280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2025.

Based on Donaldson Capital Management's 13F filing for Q2 2025, filed 7 Aug 2025.