Jim Saulnier & Associates’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Jim Saulnier & Associates’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	$1.02M	Sell	9,586 -18,382	-66%	-$1.95M	0.41%	52
2026 Q1	$2.98M	Sell	27,968 -99	-0.4%	-$10.6K	1.45%	16
2025 Q4	$3.01M	Sell	28,067 -197	-0.7%	-$21.2K	1.56%	13
2025 Q3	$3.04M	Sell	28,264 -5,129	-15%	-$548K	1.69%	13
2025 Q2	$3.57M	Sell	33,393 -2,815	-8%	-$298K	2.43%	9
2025 Q1	$3.84M	Buy	36,208 +2,632	+8%	+$276K	2.99%	8
2024 Q4	$3.5M	Buy	33,576 +5,745	+21%	+$604K	3.02%	6
2024 Q3	$2.98M	Buy	+27,831	New	+$2.95M	2.91%	6

Other funds holding GVI

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Jim Saulnier & Associates's GVI Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 66% in Q2 2026, selling an estimated $1.95M and leaving 9,586 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #52.

Jim Saulnier & Associates first reported a position in GVI in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.84M in Q1 2025. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Jim Saulnier & Associates held 9,586 shares of iShares Intermediate Government/Credit Bond ETF worth $1.02M as of Q2 2026.
Jim Saulnier & Associates sold 18,382 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $1.95M.
iShares Intermediate Government/Credit Bond ETF made up 0.41% of Jim Saulnier & Associates's portfolio in Q2 2026, its #52 holding.
Jim Saulnier & Associates first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2024 and has held it in 8 quarters since.
Jim Saulnier & Associates's iShares Intermediate Government/Credit Bond ETF position peaked at $3.84M in Q1 2025.
273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.