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Lowe Brockenbrough & Co’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Lowe Brockenbrough & Co’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 		$12.2M Buy
115,460
+2,234
+2% +$237K 0.55% 48
2026
Q1 		$12.1M Sell
113,226
-256
-0.2% -$27.5K 0.6% 45
2025
Q4 		$12.2M Sell
113,482
-1,263
-1% -$136K 0.6% 46
2025
Q3 		$12.3M Sell
114,745
-3,899
-3% -$417K 0.63% 45
2025
Q2 		$12.7M Buy
118,644
+333
+0.3% +$35.2K 0.71% 40
2025
Q1 		$12.5M Buy
118,311
+1,282
+1% +$134K 0.83% 38
2024
Q4 		$12.2M Buy
117,029
+68,568
+141% +$7.2M 0.78% 39
2024
Q3 		$5.19M Sell
48,461
-1,646
-3% -$174K 0.33% 75
2024
Q2 		$5.2M Sell
50,107
-8,079
-14% -$833K 0.35% 76
2024
Q1 		$6.05M Sell
58,186
-9,325
-14% -$970K 0.41% 71
2023
Q4 		$7.07M Sell
67,511
-16,971
-20% -$1.73M 0.55% 56
2023
Q3 		$8.56M Sell
84,482
-14,285
-14% -$1.46M 0.66% 49
2023
Q2 		$10.2M Sell
98,767
-2,775
-3% -$289K 0.77% 39
2023
Q1 		$10.6M Buy
101,542
+11,574
+13% +$1.2M 0.86% 35
2022
Q4 		$9.22M Buy
89,968
+65,050
+261% +$6.65M 0.8% 36
2022
Q3 		$2.53M Buy
24,918
+18,681
+300% +$1.96M 0.24% 102
2022
Q2 		$658K Buy
6,237
+3,592
+136% +$381K 0.06% 194
2022
Q1 		$287K Buy
+2,645
New +$294K 0.02% 245
2021
Q4 		– Sell
-3,710
Closed -$427K – 260
2021
Q3 		$427K Buy
+3,710
New +$430K 0.03% 219

Other funds holding GVI

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B 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 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
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

Lowe Brockenbrough & Co's GVI Position: Q2 2026 in Review

Lowe Brockenbrough & Co increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 2% in Q2 2026, buying an estimated $237K and bringing the position to 115,460 shares worth $12.2M. The position accounts for 0.55% of the portfolio, ranked #48.

Lowe Brockenbrough & Co first reported a position in GVI in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.7M in Q2 2025. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Lowe Brockenbrough & Co held 115,460 shares of iShares Intermediate Government/Credit Bond ETF worth $12.2M as of Q2 2026.
  • Lowe Brockenbrough & Co bought 2,234 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $237K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.55% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #48 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Lowe Brockenbrough & Co's iShares Intermediate Government/Credit Bond ETF position peaked at $12.7M in Q2 2025.
  • 273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.