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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
Q2 		– Sell
-2,300
Closed -$245K – 123
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

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
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

Orleans Capital Management's GVI Position: Q2 2026 in Review

Orleans Capital Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 2,300 shares — an estimated $245K sold.

Orleans Capital Management first reported a position in GVI in Q2 2025 and held it in 4 quarters. The position peaked at $247K in Q3 2025. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Orleans Capital Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Orleans Capital Management sold 2,300 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $245K.
  • Orleans Capital Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2025 and held it in 4 quarters.
  • Orleans Capital Management's iShares Intermediate Government/Credit Bond ETF position peaked at $247K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Orleans Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.