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Rothschild Investment LLC’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Rothschild Investment LLC’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 		$66.3K Hold
625
– – ﹤0.01% 1180
2026
Q1 		$66.7K Hold
625
– – ﹤0.01% 1037
2025
Q4 		$67.1K Sell
625
-150
-19% -$16.1K ﹤0.01% 940
2025
Q3 		$83.3K Hold
775
– – ﹤0.01% 850
2025
Q2 		$82.8K Sell
775
-125
-14% -$13.2K 0.01% 681
2025
Q1 		$95.4K Sell
900
-150
-14% -$15.7K 0.01% 642
2024
Q4 		$109K Hold
1,050
– – 0.01% 618
2024
Q3 		$112K Hold
1,050
– – 0.01% 627
2024
Q2 		$109K Sell
1,050
-150
-13% -$15.5K 0.01% 605
2024
Q1 		$125K Sell
1,200
-200
-14% -$20.8K 0.01% 553
2023
Q4 		$147K Buy
+1,400
New +$143K 0.01% 469

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rothschild Investment LLC's GVI Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 625 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Rothschild Investment LLC first reported a position in GVI in Q4 2023 and has held it in 11 quarters since. The position peaked at $147K in Q4 2023. 169 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Rothschild Investment LLC held 625 shares of iShares Intermediate Government/Credit Bond ETF worth $66.3K as of Q2 2026.
  • Rothschild Investment LLC 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 Rothschild Investment LLC's portfolio in Q2 2026, its #1180 holding.
  • Rothschild Investment LLC first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's iShares Intermediate Government/Credit Bond ETF position peaked at $147K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.