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Patten Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Patten Group’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 		$3.8M Buy
35,585
+300
+0.9% +$32.2K 0.66% 36
2025
Q4 		$3.79M Buy
35,285
+13,720
+64% +$1.48M 0.7% 32
2025
Q3 		$2.32M Buy
21,565
+1,520
+8% +$162K 0.45% 62
2025
Q2 		$2.14M Buy
20,045
+2,273
+13% +$240K 0.45% 62
2025
Q1 		$1.88M Buy
17,772
+2,049
+13% +$215K 0.43% 70
2024
Q4 		$1.64M Sell
15,723
-84
-0.5% -$8.83K 0.36% 79
2024
Q3 		$1.69M Sell
15,807
-193
-1% -$20.4K 0.38% 77
2024
Q2 		$1.66M Sell
16,000
-237
-1% -$24.4K 0.39% 70
2024
Q1 		$1.69M Buy
16,237
+2,369
+17% +$246K 0.42% 66
2023
Q4 		$1.45M Buy
13,868
+2,583
+23% +$264K 0.39% 76
2023
Q3 		$1.14M Buy
11,285
+2,383
+27% +$244K 0.34% 89
2023
Q2 		$916K Buy
8,902
+590
+7% +$61.4K 0.14% 110
2023
Q1 		$869K Buy
8,312
+2,179
+36% +$226K 0.26% 113
2022
Q4 		$628K Sell
6,133
-1,123
-15% -$115K 0.2% 142
2022
Q3 		$736K Sell
7,256
-207
-3% -$21.7K 0.25% 114
2022
Q2 		$787K Sell
7,463
-212
-3% -$22.5K 0.25% 115
2022
Q1 		$833K Sell
7,675
-1,701
-18% -$189K 0.23% 117
2021
Q4 		$1.07M Sell
9,376
-615
-6% -$70.3K 0.28% 104
2021
Q3 		$1.15M Buy
9,991
+167
+2% +$19.4K 0.34% 88
2021
Q2 		$1.14M Sell
9,824
-90
-0.9% -$10.4K 0.33% 86
2021
Q1 		$1.14M Sell
9,914
-10
-0.1% -$1.16K 0.36% 80
2020
Q4 		$1.17M Buy
9,924
+4,437
+81% +$521K 0.32% 80
2020
Q3 		$646K Buy
5,487
+1,600
+41% +$189K 0.25% 107
2020
Q2 		$458K Buy
3,887
+1,262
+48% +$147K 0.2% 120
2020
Q1 		$301K Buy
2,625
+495
+23% +$56.4K 0.16% 137
2019
Q4 		$240K Buy
2,130
+330
+18% +$37.3K 0.09% 187
2019
Q3 		$204K Buy
+1,800
New +$203K 0.08% 196
2019
Q1 		– Sell
-1,615
Closed -$175K – 335
2018
Q4 		$175K Sell
1,615
-825
-34% -$88.3K 0.08% 180
2018
Q3 		$262K Sell
2,440
-250
-9% -$26.9K 0.1% 175
2018
Q2 		$290K Sell
2,690
-980
-27% -$105K 0.12% 161
2018
Q1 		$397K Sell
3,670
-500
-12% -$54.2K 0.16% 129
2017
Q4 		$458K Sell
4,170
-245
-6% -$27K 0.18% 127
2017
Q3 		$490K Buy
4,415
+105
+2% +$11.7K 0.2% 116
2017
Q2 		$479K Buy
4,310
+645
+18% +$71.5K 0.19% 118
2017
Q1 		$404K Buy
3,665
+455
+14% +$50K 0.18% 122
2016
Q4 		$353K Buy
3,210
+2,600
+426% +$288K 0.16% 130
2016
Q3 		$68.5K Hold
610
– – 0.03% 277
2016
Q2 		$69.1K Hold
610
– – 0.03% 272
2016
Q1 		$68.4K Buy
610
+40
+7% +$4.44K 0.03% 268
2015
Q4 		$62.5K Sell
570
-100
-15% -$11K 0.03% 275
2015
Q3 		$74.4K Hold
670
– – 0.04% 249
2015
Q2 		$74.1K Buy
+670
New +$74.5K 0.04% 256
2015
Q1 		– Sell
-670
Closed -$74K – 194
2014
Q4 		$74K Buy
+670
New +$74.3K 0.04% 191

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

Patten Group's GVI Position: Q1 2026 in Review

Patten Group increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.85% in Q1 2026, buying an estimated $32.2K and bringing the position to 35,585 shares worth $3.8M. The position accounts for 0.66% of the portfolio, ranked #36.

Patten Group first reported a position in GVI in Q4 2014 and has held it in 43 quarters since. 278 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Patten Group held 35,585 shares of iShares Intermediate Government/Credit Bond ETF worth $3.8M as of Q1 2026.
  • Patten Group bought 300 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $32.2K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.66% of Patten Group's portfolio in Q1 2026, its #36 holding.
  • Patten Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2014 and has held it in 43 quarters since.
  • 278 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.