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

Guidance Capital’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	$291K	Sell	2,754 -119	-4%	-$12.6K	0.06%	207
2026 Q1	$305K	Buy	2,873 +519	+22%	+$55.7K	0.07%	203
2025 Q4	$252K	Buy	2,354 +94	+4%	+$10.1K	0.06%	206
2025 Q3	$244K	Buy	2,260 +227	+11%	+$24.3K	0.06%	189
2025 Q2	$217K	Sell	2,033 -116	-5%	-$12.3K	0.06%	197
2025 Q1	$227K	Buy	+2,149	New	+$225K	0.07%	189
2024 Q2	–	Sell	-4,727	Closed	-$484K	–	172
2024 Q1	$484K	Buy	4,727 +541	+13%	+$56.3K	0.18%	122
2023 Q4	$437K	Buy	4,186 +31	+0.7%	+$3.17K	0.17%	117
2023 Q3	$417K	Buy	4,155 +58	+1%	+$5.93K	0.19%	102
2023 Q2	$419K	Buy	+4,097	New	+$426K	0.18%	105

Other funds holding GVI

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Guidance Capital's GVI Position: Q2 2026 in Review

Guidance Capital reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 4.1% in Q2 2026, selling an estimated $12.6K and leaving 2,754 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #207.

Guidance Capital first reported a position in GVI in Q2 2023 and has held it in 10 quarters since. The position peaked at $484K in Q1 2024. 54 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Guidance Capital held 2,754 shares of iShares Intermediate Government/Credit Bond ETF worth $291K as of Q2 2026.
Guidance Capital sold 119 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $12.6K.
iShares Intermediate Government/Credit Bond ETF made up 0.06% of Guidance Capital's portfolio in Q2 2026, its #207 holding.
Guidance Capital first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2023 and has held it in 10 quarters since.
Guidance Capital's iShares Intermediate Government/Credit Bond ETF position peaked at $484K in Q1 2024.
54 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.