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Midwest Trust’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Midwest Trust’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 		$143M Buy
1,350,277
+88,495
+7% +$9.4M 1.62% 10
2026
Q1 		$135M Buy
1,261,782
+81,584
+7% +$8.75M 1.68% 8
2025
Q4 		$127M Buy
1,180,198
+132,470
+13% +$14.2M 1.58% 9
2025
Q3 		$113M Buy
1,047,728
+40,329
+4% +$4.31M 1.46% 9
2025
Q2 		$108M Buy
+1,007,399
New +$107M 1.49% 10

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Midwest Trust's GVI Position: Q2 2026 in Review

Midwest Trust increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 7% in Q2 2026, buying an estimated $9.4M and bringing the position to 1,350,277 shares worth $143M. The position accounts for 1.62% of the portfolio, ranked #10.

Midwest Trust first reported a position in GVI in Q2 2025 and has held it in 5 quarters since. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Midwest Trust held 1,350,277 shares of iShares Intermediate Government/Credit Bond ETF worth $143M as of Q2 2026.
  • Midwest Trust bought 88,495 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $9.4M.
  • iShares Intermediate Government/Credit Bond ETF made up 1.62% of Midwest Trust's portfolio in Q2 2026, its #10 holding.
  • Midwest Trust first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.