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Principal Securities’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Principal Securities’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 		$450K Sell
4,238
-2,428
-36% -$258K 0.01% 1126
2026
Q1 		$711K Sell
6,666
-123
-2% -$13.2K 0.01% 841
2025
Q4 		$729K Buy
6,789
+2,203
+48% +$237K 0.01% 799
2025
Q3 		$493K Buy
4,586
+834
+22% +$89.1K 0.01% 913
2025
Q2 		$401K Buy
3,752
+791
+27% +$83.7K 0.01% 950
2025
Q1 		$309K Hold
2,961
– – 0.01% 959
2024
Q4 		$309K Sell
2,961
-8,625
-74% -$906K 0.01% 956
2024
Q3 		$1.24M Buy
11,586
+222
+2% +$23.5K 0.03% 472
2024
Q2 		$1.18M Buy
11,364
+2,375
+26% +$245K 0.03% 440
2024
Q1 		$935K Buy
8,989
+620
+7% +$64.5K 0.03% 475
2023
Q4 		$877K Buy
+8,369
New +$855K 0.03% 450

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

Principal Securities's GVI Position: Q2 2026 in Review

Principal Securities reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 36% in Q2 2026, selling an estimated $258K and leaving 4,238 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #1126.

Principal Securities first reported a position in GVI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q3 2024. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Principal Securities held 4,238 shares of iShares Intermediate Government/Credit Bond ETF worth $450K as of Q2 2026.
  • Principal Securities sold 2,428 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $258K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1126 holding.
  • Principal Securities first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares Intermediate Government/Credit Bond ETF position peaked at $1.24M in Q3 2024.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.