Perigon Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Perigon Wealth 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
2025 Q3	–	Sell	-2,024	Closed	-$216K	–	1231
2025 Q2	$216K	Sell	2,024 -6	-0.3%	-$635	0.01%	980
2025 Q1	$215K	Hold	2,030	–	–	0.01%	936
2024 Q4	$212K	Sell	2,030 -4,727	-70%	-$497K	0.01%	960
2024 Q3	$724K	Sell	6,757 -3,861	-36%	-$409K	0.02%	513
2024 Q2	$1.1M	Buy	10,618 +8,030	+310%	+$828K	0.03%	350
2024 Q1	$269K	Buy	+2,588	New	+$269K	0.01%	714
2021 Q1	–	Sell	-1,481	Closed	-$174K	–	718
2020 Q4	$174K	Buy	+1,481	New	+$174K	0.02%	420
2016 Q4	–	Sell	-71	Closed	-$8K	–	726
2016 Q3	$8K	Hold	71	–	–	﹤0.01%	507
2016 Q2	$8K	Buy	+71	New	+$7.96K	﹤0.01%	382

Other funds holding GVI

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Perigon Wealth Management's GVI Position: Q3 2025 in Review

Perigon Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2025, closing a stake of 2,024 shares — an estimated $216K sold.

Perigon Wealth Management first reported a position in GVI in Q2 2016 and held it in 9 quarters. The position peaked at $1.1M in Q2 2024. 266 funds tracked by Wall St. Rank hold GVI as of Q3 2025.

Perigon Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2025 after selling out during the quarter.
Perigon Wealth Management sold 2,024 iShares Intermediate Government/Credit Bond ETF shares in Q3 2025, an estimated $216K.
Perigon Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2016 and held it in 9 quarters.
Perigon Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $1.1M in Q2 2024.
266 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.