Mendota Financial Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Mendota Financial Group’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	–	Sell	-1,904	Closed	-$203K	–	34
2026 Q1	$203K	Hold	1,904	–	–	0.15%	32
2025 Q4	$204K	Hold	1,904	–	–	0.15%	33
2025 Q3	$205K	Buy	1,904 +1,875	+6,466%	+$200K	0.15%	32
2025 Q2	$3.11K	Hold	29	–	–	﹤0.01%	89
2025 Q1	$3.09K	Hold	29	–	–	﹤0.01%	98
2024 Q4	$3.04K	Hold	29	–	–	﹤0.01%	275
2024 Q3	$3.12K	Hold	29	–	–	﹤0.01%	290
2024 Q2	$3.02K	Hold	29	–	–	﹤0.01%	264
2024 Q1	$3.02K	Hold	29	–	–	﹤0.01%	275
2023 Q4	$3.04K	Hold	29	–	–	﹤0.01%	311
2023 Q3	$2.94K	Hold	29	–	–	﹤0.01%	238
2023 Q2	$2.98K	Buy	+29	New	+$3.02K	﹤0.01%	235

Other funds holding GVI

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Mendota Financial Group's GVI Position: Q2 2026 in Review

Mendota Financial Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 1,904 shares — an estimated $203K sold.

Mendota Financial Group first reported a position in GVI in Q2 2023 and held it in 12 quarters. The position peaked at $205K in Q3 2025. 40 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Mendota Financial Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
Mendota Financial Group sold 1,904 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $203K.
Mendota Financial Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2023 and held it in 12 quarters.
Mendota Financial Group's iShares Intermediate Government/Credit Bond ETF position peaked at $205K in Q3 2025.
40 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.