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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
Q2 		$12.7M Sell
119,739
-6,764
-5% -$718K 0.12% 58
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

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

Greenleaf Trust's GVI Position: Q2 2026 in Review

Greenleaf Trust reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 5.3% in Q2 2026, selling an estimated $718K and leaving 119,739 shares worth $12.7M. The position accounts for 0.12% of the portfolio, ranked #58.

Greenleaf Trust first reported a position in GVI in Q2 2016 and has held it in 32 quarters since. The position peaked at $48.9M in Q4 2018. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Greenleaf Trust held 119,739 shares of iShares Intermediate Government/Credit Bond ETF worth $12.7M as of Q2 2026.
  • Greenleaf Trust sold 6,764 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $718K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.12% of Greenleaf Trust's portfolio in Q2 2026, its #58 holding.
  • Greenleaf Trust first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2016 and has held it in 32 quarters since.
  • Greenleaf Trust's iShares Intermediate Government/Credit Bond ETF position peaked at $48.9M in Q4 2018.
  • 273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.