Koss-Olinger Consulting’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Koss-Olinger Consulting’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	$6.9M	Sell	65,021 -86,096	-57%	-$9.14M	0.53%	17
2026 Q1	$16.1M	Sell	151,117 -118,153	-44%	-$12.7M	1.35%	14
2025 Q4	$28.9M	Buy	269,270 +43,732	+19%	+$4.7M	2.24%	12
2025 Q3	$24.1M	Sell	225,538 -834	-0.4%	-$89.1K	1.99%	14
2025 Q2	$24.2M	Sell	226,372 -22,594	-9%	-$2.39M	1.98%	14
2025 Q1	$26.4M	Buy	248,966 +2,840	+1%	+$298K	2.22%	12
2024 Q4	$25.7M	Buy	246,126 +8,477	+4%	+$891K	2.25%	14
2024 Q3	$25.5M	Buy	237,649 +5,961	+3%	+$631K	2.21%	13
2024 Q2	$24M	Buy	+231,688	New	+$23.9M	2.22%	12

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

Koss-Olinger Consulting's GVI Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 57% in Q2 2026, selling an estimated $9.14M and leaving 65,021 shares worth $6.9M. The position accounts for 0.53% of the portfolio, ranked #17.

Koss-Olinger Consulting first reported a position in GVI in Q2 2024 and has held it in 9 quarters since. The position peaked at $28.9M in Q4 2025. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Koss-Olinger Consulting held 65,021 shares of iShares Intermediate Government/Credit Bond ETF worth $6.9M as of Q2 2026.
Koss-Olinger Consulting sold 86,096 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $9.14M.
iShares Intermediate Government/Credit Bond ETF made up 0.53% of Koss-Olinger Consulting's portfolio in Q2 2026, its #17 holding.
Koss-Olinger Consulting first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2024 and has held it in 9 quarters since.
Koss-Olinger Consulting's iShares Intermediate Government/Credit Bond ETF position peaked at $28.9M in Q4 2025.
270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.