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Natural Investments’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Natural Investments’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
Q2 		– Sell
-2,325
Closed -$246K – 262
2025
Q1 		$246K Sell
2,325
-375
-14% -$39.3K 0.07% 208
2024
Q4 		$281K Buy
+2,700
New +$284K 0.08% 200

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Natural Investments's GVI Position: Q2 2025 in Review

Natural Investments sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2025, closing a stake of 2,325 shares — an estimated $246K sold.

Natural Investments first reported a position in GVI in Q4 2024 and held it in 2 quarters. The position peaked at $281K in Q4 2024. 280 funds tracked by Wall St. Rank hold GVI as of Q2 2025.

  • Natural Investments reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Natural Investments sold 2,325 iShares Intermediate Government/Credit Bond ETF shares in Q2 2025, an estimated $246K.
  • Natural Investments first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2024 and held it in 2 quarters.
  • Natural Investments's iShares Intermediate Government/Credit Bond ETF position peaked at $281K in Q4 2024.
  • 280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2025.

Based on Natural Investments's 13F filing for Q2 2025, filed 25 Jul 2025.