Greenleaf Trust’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Greenleaf Trust’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 Q1	$13.5M	Sell	126,503 -5,301	-4%	-$569K	0.13%	51
2025 Q4	$14.1M	Sell	131,804 -14,512	-10%	-$1.56M	0.13%	54
2025 Q3	$15.7M	Sell	146,316 -12,574	-8%	-$1.34M	0.14%	47
2025 Q2	$17M	Sell	158,890 -11,646	-7%	-$1.23M	0.15%	44
2025 Q1	$18.1M	Sell	170,536 -13,647	-7%	-$1.43M	0.16%	41
2024 Q4	$19.2M	Buy	184,183 +22,821	+14%	+$2.4M	0.17%	40
2024 Q3	$17.3M	Buy	161,362 +6,564	+4%	+$695K	0.15%	44
2024 Q2	$16.1M	Sell	154,798 -1,380	-0.9%	-$142K	0.15%	45
2024 Q1	$16.2M	Sell	156,178 -86,036	-36%	-$8.95M	0.15%	45
2023 Q4	$25.4M	Buy	242,214 +150,830	+165%	+$15.4M	0.27%	27
2023 Q3	$9.26M	Buy	91,384 +17,699	+24%	+$1.81M	0.11%	61
2023 Q2	$7.58M	Sell	73,685 -7,524	-9%	-$783K	0.08%	73
2023 Q1	$8.49M	Sell	81,209 -32,412	-29%	-$3.36M	0.1%	65
2022 Q4	$11.6M	Buy	113,621 +22,792	+25%	+$2.33M	0.15%	50
2022 Q3	$9.24M	Buy	90,829 +24,451	+37%	+$2.57M	0.14%	54
2022 Q2	$7.01M	Buy	66,378 +44,610	+205%	+$4.73M	0.11%	55
2022 Q1	$2.36M	Sell	21,768 -383	-2%	-$42.5K	0.03%	121
2021 Q4	$2.52M	Sell	22,151 -8,419	-28%	-$962K	0.03%	113
2021 Q3	$3.52M	Sell	30,570 -2,267	-7%	-$263K	0.04%	82
2021 Q2	$3.8M	Sell	32,837 -1,451	-4%	-$168K	0.05%	79
2021 Q1	$3.94M	Sell	34,288 -4,668	-12%	-$543K	0.05%	78
2020 Q4	$4.58M	Buy	38,956 +2,681	+7%	+$315K	0.06%	71
2020 Q3	$4.27M	Sell	36,275 -4,777	-12%	-$563K	0.07%	65
2020 Q2	$4.83M	Sell	41,052 -27,937	-40%	-$3.26M	0.08%	53
2020 Q1	$7.91M	Sell	68,989 -111,197	-62%	-$12.7M	0.16%	34
2019 Q4	$20.3M	Sell	180,186 -58,804	-25%	-$6.64M	0.32%	15
2019 Q3	$27.1M	Sell	238,990 -74,235	-24%	-$8.37M	0.42%	10
2019 Q2	$35.2M	Sell	313,225 -51,211	-14%	-$5.67M	0.56%	8
2019 Q1	$40.2M	Sell	364,436 -87,345	-19%	-$9.51M	0.66%	8
2018 Q4	$48.9M	Buy	+451,781	New	+$48.4M	0.97%	6
2016 Q3	–	Sell	-1,940	Closed	-$220K	–	213
2016 Q2	$220K	Buy	+1,940	New	+$217K	0.01%	165