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Richardson Financial Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Richardson Financial Services’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 		$11.7K Hold
110
– – 0.01% 461
2026
Q1 		$11.7K Hold
110
– – 0.01% 464
2025
Q4 		$11.8K Hold
110
– – ﹤0.01% 469
2025
Q3 		$11.8K Hold
110
– – 0.01% 425
2025
Q2 		$11.7K Hold
110
– – 0.01% 391
2025
Q1 		$11.7K Hold
110
– – 0.01% 367
2024
Q4 		$11.5K Buy
+110
New +$11.6K 0.01% 383

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

Richardson Financial Services's GVI Position: Q2 2026 in Review

Richardson Financial Services held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 110 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #461.

Richardson Financial Services first reported a position in GVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.8K in Q3 2025. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Richardson Financial Services held 110 shares of iShares Intermediate Government/Credit Bond ETF worth $11.7K as of Q2 2026.
  • Richardson Financial Services left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #461 holding.
  • Richardson Financial Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Richardson Financial Services's iShares Intermediate Government/Credit Bond ETF position peaked at $11.8K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.