Princeton Global Asset Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Princeton Global Asset 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 Q4	–	Sell	-300	Closed	-$32.2K	–	836
2025 Q3	$32.2K	Hold	300	–	–	0.01%	379
2025 Q2	$32K	Sell	300 -500	-63%	-$52.9K	0.01%	372
2025 Q1	$84.8K	Hold	800	–	–	0.02%	243
2024 Q4	$83.4K	Hold	800	–	–	0.02%	260
2024 Q3	$85.7K	Hold	800	–	–	0.02%	259
2024 Q2	$83K	Hold	800	–	–	0.02%	237
2024 Q1	$83.2K	Hold	800	–	–	0.02%	218
2023 Q4	$83.8K	Hold	800	–	–	0.02%	211
2023 Q3	$81.1K	Hold	800	–	–	0.02%	205
2023 Q2	$82.3K	Hold	800	–	–	0.02%	213
2023 Q1	$83.6K	Hold	800	–	–	0.02%	219
2022 Q4	$82K	Hold	800	–	–	0.03%	203
2022 Q3	$81K	Hold	800	–	–	0.03%	199
2022 Q2	$84K	Hold	800	–	–	0.03%	213
2022 Q1	$87K	Hold	800	–	–	0.02%	214
2021 Q4	$91K	Hold	800	–	–	0.03%	216
2021 Q3	$92K	Hold	800	–	–	0.03%	205
2021 Q2	$92K	Hold	800	–	–	0.03%	210
2021 Q1	$92K	Hold	800	–	–	0.03%	205
2020 Q4	$94K	Hold	800	–	–	0.03%	200
2020 Q3	$94K	Hold	800	–	–	0.04%	186
2020 Q2	$94K	Hold	800	–	–	0.03%	216
2020 Q1	$92K	Hold	800	–	–	0.04%	194
2019 Q4	$90K	Hold	800	–	–	0.04%	193
2019 Q3	$91K	Hold	800	–	–	0.05%	176
2019 Q2	$90K	Hold	800	–	–	0.05%	175
2019 Q1	$88K	Hold	800	–	–	0.06%	161
2018 Q4	$87K	Buy	+800	New	+$85.7K	0.08%	140

Other funds holding GVI

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Princeton Global Asset Management's GVI Position: Q4 2025 in Review

Princeton Global Asset Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2025, closing a stake of 300 shares — an estimated $32.2K sold.

Princeton Global Asset Management first reported a position in GVI in Q4 2018 and held it in 28 quarters. The position peaked at $94K in Q4 2020. 287 funds tracked by Wall St. Rank hold GVI as of Q4 2025.

Princeton Global Asset Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2025 after selling out during the quarter.
Princeton Global Asset Management sold 300 iShares Intermediate Government/Credit Bond ETF shares in Q4 2025, an estimated $32.2K.
Princeton Global Asset Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2018 and held it in 28 quarters.
Princeton Global Asset Management's iShares Intermediate Government/Credit Bond ETF position peaked at $94K in Q4 2020.
287 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2025.

Based on Princeton Global Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.