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Meritage Portfolio Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Meritage Portfolio Management’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
2025
Q4 		$4.98M Buy
46,408
+213
+0.5% +$22.9K 0.33% 88
2025
Q3 		$4.96M Sell
46,195
-2,114
-4% -$226K 0.33% 87
2025
Q2 		$5.16M Sell
48,309
-199
-0.4% -$21K 0.33% 83
2025
Q1 		$5.14M Sell
48,508
-1,747
-3% -$183K 0.34% 81
2024
Q4 		$5.24M Sell
50,255
-2,356
-4% -$248K 0.33% 80
2024
Q3 		$5.63M Buy
52,611
+1,112
+2% +$118K 0.35% 87
2024
Q2 		$5.34M Sell
51,499
-1,771
-3% -$183K 0.34% 86
2024
Q1 		$5.54M Sell
53,270
-625
-1% -$65K 0.35% 89
2023
Q4 		$5.65M Sell
53,895
-2,249
-4% -$230K 0.37% 80
2023
Q3 		$5.69M Sell
56,144
-2,186
-4% -$224K 0.42% 78
2023
Q2 		$6M Sell
58,330
-5,151
-8% -$536K 0.42% 72
2023
Q1 		$6.63M Sell
63,481
-6,879
-10% -$712K 0.5% 65
2022
Q4 		$7.21M Sell
70,360
-18,220
-21% -$1.86M 0.56% 50
2022
Q3 		$9.01M Sell
88,580
-19,598
-18% -$2.06M 0.75% 25
2022
Q2 		$11.4M Sell
108,178
-23,364
-18% -$2.48M 0.89% 18
2022
Q1 		$14.3M Sell
131,542
-24,813
-16% -$2.76M 0.88% 19
2021
Q4 		$17.8M Sell
156,355
-7,368
-5% -$842K 1.01% 21
2021
Q3 		$18.8M Sell
163,723
-6,387
-4% -$740K 1.13% 19
2021
Q2 		$19.7M Sell
170,110
-3,827
-2% -$442K 1.19% 15
2021
Q1 		$20M Sell
173,937
-7,184
-4% -$836K 1.33% 12
2020
Q4 		$21.3M Buy
181,121
+33,962
+23% +$3.99M 1.57% 10
2020
Q3 		$17.3M Buy
147,159
+11,412
+8% +$1.35M 1.55% 10
2020
Q2 		$16M Sell
135,747
-5,631
-4% -$657K 1.54% 11
2020
Q1 		$16.2M Sell
141,378
-1,182
-0.8% -$135K 2.2% 6
2019
Q4 		$16.1M Buy
142,560
+924
+0.7% +$104K 1.41% 10
2019
Q3 		$16M Buy
+141,636
New +$16M 1.52% 12

Other funds holding GVI

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
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
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

Meritage Portfolio Management's GVI Position: Q4 2025 in Review

Meritage Portfolio Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.46% in Q4 2025, buying an estimated $22.9K and bringing the position to 46,408 shares worth $4.98M. The position accounts for 0.33% of the portfolio, ranked #88.

Meritage Portfolio Management first reported a position in GVI in Q3 2019 and has held it in 26 quarters since. The position peaked at $21.3M in Q4 2020. 287 funds tracked by Wall St. Rank hold GVI as of Q4 2025.

  • Meritage Portfolio Management held 46,408 shares of iShares Intermediate Government/Credit Bond ETF worth $4.98M as of Q4 2025.
  • Meritage Portfolio Management bought 213 iShares Intermediate Government/Credit Bond ETF shares in Q4 2025, an estimated $22.9K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.33% of Meritage Portfolio Management's portfolio in Q4 2025, its #88 holding.
  • Meritage Portfolio Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • Meritage Portfolio Management's iShares Intermediate Government/Credit Bond ETF position peaked at $21.3M in Q4 2020.
  • 287 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.