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Gilbert Capital Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Gilbert Capital Group’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 		$4.44M Sell
41,854
-1,152
-3% -$122K 3.11% 10
2026
Q1 		$4.59M Buy
43,006
+2,252
+6% +$242K 3.55% 8
2025
Q4 		$4.37M Buy
40,754
+5,244
+15% +$564K 3.29% 8
2025
Q3 		$3.82M Buy
35,510
+3,151
+10% +$337K 2.95% 12
2025
Q2 		$3.46M Buy
+32,359
New +$3.42M 2.86% 13

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

Gilbert Capital Group's GVI Position: Q2 2026 in Review

Gilbert Capital Group reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 2.7% in Q2 2026, selling an estimated $122K and leaving 41,854 shares worth $4.44M. The position accounts for 3.11% of the portfolio, ranked #10.

Gilbert Capital Group first reported a position in GVI in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.59M in Q1 2026. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Gilbert Capital Group held 41,854 shares of iShares Intermediate Government/Credit Bond ETF worth $4.44M as of Q2 2026.
  • Gilbert Capital Group sold 1,152 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $122K.
  • iShares Intermediate Government/Credit Bond ETF made up 3.11% of Gilbert Capital Group's portfolio in Q2 2026, its #10 holding.
  • Gilbert Capital Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Gilbert Capital Group's iShares Intermediate Government/Credit Bond ETF position peaked at $4.59M in Q1 2026.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.