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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
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

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 $8.02B AUM 23.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Jim Saulnier & Associates's GVI Position: Q1 2026 in Review

Jim Saulnier & Associates reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.35% in Q1 2026, selling an estimated $10.6K and leaving 27,968 shares worth $2.98M. The position accounts for 1.45% of the portfolio, ranked #16.

Jim Saulnier & Associates first reported a position in GVI in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.84M in Q1 2025. 277 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Jim Saulnier & Associates held 27,968 shares of iShares Intermediate Government/Credit Bond ETF worth $2.98M as of Q1 2026.
  • Jim Saulnier & Associates sold 99 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $10.6K.
  • iShares Intermediate Government/Credit Bond ETF made up 1.45% of Jim Saulnier & Associates's portfolio in Q1 2026, its #16 holding.
  • Jim Saulnier & Associates first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Jim Saulnier & Associates's iShares Intermediate Government/Credit Bond ETF position peaked at $3.84M in Q1 2025.
  • 277 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.