OCM
GVI icon

Orleans Capital Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Orleans Capital 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
2026
Q1 		$245K Hold
2,300
– – 0.17% 94
2025
Q4 		$247K Hold
2,300
– – 0.15% 106
2025
Q3 		$247K Hold
2,300
– – 0.16% 90
2025
Q2 		$246K Buy
+2,300
New +$243K 0.13% 97

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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 $1.16B AUM 25.7% 1-Year Est. Return

Orleans Capital Management's GVI Position: Q1 2026 in Review

Orleans Capital Management held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q1 2026 at 2,300 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #94.

Orleans Capital Management first reported a position in GVI in Q2 2025 and has held it in 4 quarters since. The position peaked at $247K in Q3 2025. 278 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Orleans Capital Management held 2,300 shares of iShares Intermediate Government/Credit Bond ETF worth $245K as of Q1 2026.
  • Orleans Capital Management left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q1 2026.
  • iShares Intermediate Government/Credit Bond ETF made up 0.17% of Orleans Capital Management's portfolio in Q1 2026, its #94 holding.
  • Orleans Capital Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Orleans Capital Management's iShares Intermediate Government/Credit Bond ETF position peaked at $247K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Orleans Capital Management's 13F filing for Q1 2026, filed 14 May 2026.