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Howe & Rusling’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Howe & Rusling’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 		$42.1M Buy
394,689
+20,924
+6% +$2.24M 2.75% 8
2025
Q4 		$40.1M Buy
373,765
+13,432
+4% +$1.44M 2.65% 9
2025
Q3 		$38.7M Buy
360,333
+22,634
+7% +$2.42M 2.65% 9
2025
Q2 		$36.1M Sell
337,699
-20,529
-6% -$2.17M 2.66% 8
2025
Q1 		$38M Buy
358,228
+14,300
+4% +$1.5M 3.19% 4
2024
Q4 		$35.8M Sell
343,928
-320
-0.1% -$33.6K 3.09% 6
2024
Q3 		$36.9M Buy
344,248
+2,388
+0.7% +$253K 3.17% 4
2024
Q2 		$35.5M Sell
341,860
-15,401
-4% -$1.59M 3.23% 2
2024
Q1 		$37.1M Buy
357,261
+25,836
+8% +$2.69M 3.56% 2
2023
Q4 		$34.7M Buy
331,425
+13,391
+4% +$1.37M 3.68% 1
2023
Q3 		$32.2M Buy
318,034
+13,924
+5% +$1.42M 3.8% 1
2023
Q2 		$31.3M Buy
304,110
+12,576
+4% +$1.31M 3.5% 1
2023
Q1 		$30.5M Buy
291,534
+72,657
+33% +$7.52M 3.63% 1
2022
Q4 		$22.4M Sell
218,877
-31,008
-12% -$3.17M 2.81% 6
2022
Q3 		$25.4M Sell
249,885
-9,776
-4% -$1.03M 3.37% 2
2022
Q2 		$27.4M Buy
259,661
+15,500
+6% +$1.65M 3.48% 3
2022
Q1 		$26.5M Buy
244,161
+35,965
+17% +$3.99M 3.06% 3
2021
Q4 		$23.7M Buy
208,196
+16,330
+9% +$1.87M 2.78% 5
2021
Q3 		$22.1M Buy
191,866
+1,981
+1% +$230K 2.77% 4
2021
Q2 		$22M Buy
189,885
+4,964
+3% +$573K 2.77% 4
2021
Q1 		$21.2M Sell
184,921
-7,642
-4% -$889K 2.89% 5
2020
Q4 		$22.7M Buy
192,563
+16,961
+10% +$1.99M 3.44% 3
2020
Q3 		$20.7M Buy
175,602
+4,921
+3% +$580K 3.55% 3
2020
Q2 		$20.1M Sell
170,681
-7,154
-4% -$834K 3.71% 3
2020
Q1 		$20.4M Sell
177,835
-12,378
-7% -$1.41M 4.39% 3
2019
Q4 		$21.4M Buy
190,213
+11,841
+7% +$1.34M 3.55% 2
2019
Q3 		$20.2M Buy
178,372
+4,395
+3% +$496K 3.54% 2
2019
Q2 		$19.5M Buy
173,977
+14,182
+9% +$1.57M 3.38% 2
2019
Q1 		$17.6M Buy
159,795
+115,694
+262% +$12.6M 3.05% 2
2018
Q4 		$4.77M Sell
44,101
-4,619
-9% -$495K 1.01% 35
2018
Q3 		$5.23M Buy
48,720
+1,444
+3% +$155K 0.87% 45
2018
Q2 		$5.09M Buy
47,276
+152
+0.3% +$16.3K 0.92% 44
2018
Q1 		$5.1M Buy
47,124
+1,505
+3% +$163K 0.92% 43
2017
Q4 		$5.01M Sell
45,619
-637
-1% -$70.3K 0.91% 41
2017
Q3 		$5.13M Buy
46,256
+9,429
+26% +$1.05M 0.95% 38
2017
Q2 		$4.08M Buy
36,827
+2,239
+6% +$248K 0.83% 50
2017
Q1 		$3.81M Buy
34,588
+2,551
+8% +$281K 0.76% 54
2016
Q4 		$3.52M Buy
32,037
+943
+3% +$105K 0.77% 53
2016
Q3 		$3.51M Sell
31,094
-1,078
-3% -$122K 0.76% 57
2016
Q2 		$3.65M Buy
32,172
+1,791
+6% +$201K 0.8% 60
2016
Q1 		$3.4M Buy
30,381
+1,961
+7% +$218K 0.77% 60
2015
Q4 		$3.12M Buy
28,420
+1,056
+4% +$117K 0.71% 59
2015
Q3 		$3.04M Buy
27,364
+3,901
+17% +$432K 0.75% 53
2015
Q2 		$2.59M Buy
23,463
+451
+2% +$50.1K 0.57% 64
2015
Q1 		$2.57M Buy
23,012
+4,638
+25% +$517K 0.58% 61
2014
Q4 		$2.03M Sell
18,374
-25
-0.1% -$2.77K 0.49% 62
2014
Q3 		$2.03M Buy
18,399
+230
+1% +$25.4K 0.47% 63
2014
Q2 		$2.02M Buy
+18,169
New +$2.01M 0.45% 63
2014
Q1 		– Sell
-32,479
Closed -$3.55M – 873
2013
Q4 		$3.55M Buy
32,479
+4,636
+17% +$510K 0.9% 37
2013
Q3 		$3.06M Sell
27,843
-8,962
-24% -$982K 1.12% 29
2013
Q2 		$4.04M Buy
+36,805
New +$4.11M 1.12% 32

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B 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 22.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Howe & Rusling's GVI Position: Q1 2026 in Review

Howe & Rusling increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 5.6% in Q1 2026, buying an estimated $2.24M and bringing the position to 394,689 shares worth $42.1M. The position accounts for 2.75% of the portfolio, ranked #8.

Howe & Rusling first reported a position in GVI in Q2 2013 and has held it in 51 quarters since. 278 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Howe & Rusling held 394,689 shares of iShares Intermediate Government/Credit Bond ETF worth $42.1M as of Q1 2026.
  • Howe & Rusling bought 20,924 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $2.24M.
  • iShares Intermediate Government/Credit Bond ETF made up 2.75% of Howe & Rusling's portfolio in Q1 2026, its #8 holding.
  • Howe & Rusling first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • 278 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.