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

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

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. 273 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.
273 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.