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Donor Advised Charitable Giving’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Donor Advised Charitable Giving’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 		$368K Buy
3,466
+468
+16% +$49.7K 0.01% 27
2026
Q1 		$320K Buy
2,998
+925
+45% +$99.2K 0.01% 26
2025
Q4 		$223K Hold
2,073
– – 0.01% 40
2025
Q3 		$223K Sell
2,073
-4,820
-70% -$515K ﹤0.01% 40
2025
Q2 		$736K Hold
6,893
– – 0.02% 27
2025
Q1 		$731K Buy
6,893
+3,315
+93% +$348K 0.02% 26
2024
Q4 		$373K Buy
+3,578
New +$376K 0.01% 34

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

Donor Advised Charitable Giving's GVI Position: Q2 2026 in Review

Donor Advised Charitable Giving increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 16% in Q2 2026, buying an estimated $49.7K and bringing the position to 3,466 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #27.

Donor Advised Charitable Giving first reported a position in GVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $736K in Q2 2025. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Donor Advised Charitable Giving held 3,466 shares of iShares Intermediate Government/Credit Bond ETF worth $368K as of Q2 2026.
  • Donor Advised Charitable Giving bought 468 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $49.7K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Donor Advised Charitable Giving's portfolio in Q2 2026, its #27 holding.
  • Donor Advised Charitable Giving first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Donor Advised Charitable Giving's iShares Intermediate Government/Credit Bond ETF position peaked at $736K in Q2 2025.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2026, filed 24 Jul 2026.