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S.A. Mason’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

S.A. Mason’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
-900
Closed -$96.1K – 297
2025
Q2 		$96.1K Hold
900
– – 0.05% 246
2025
Q1 		$95.4K Hold
900
– – 0.05% 233
2024
Q4 		$93.8K Hold
900
– – 0.05% 240
2024
Q3 		$96.4K Hold
900
– – 0.05% 231
2024
Q2 		$93.4K Hold
900
– – 0.05% 224
2024
Q1 		$93.6K Hold
900
– – 0.06% 219
2023
Q4 		$94.3K Sell
900
-100
-10% -$10.2K 0.06% 215
2023
Q3 		$101K Sell
1,000
-280
-22% -$28.6K 0.07% 200
2023
Q2 		$134K Hold
1,280
– – 0.1% 173
2023
Q1 		$134K Hold
1,280
– – 0.1% 173
2022
Q4 		$131K Hold
1,280
– – 0.1% 176
2022
Q3 		$130K Sell
1,280
-200
-14% -$21K 0.1% 177
2022
Q2 		$156K Hold
1,480
– – 0.11% 168
2022
Q1 		$161K Hold
1,480
– – 0.1% 174
2021
Q4 		$168K Hold
1,480
– – 0.1% 173
2021
Q3 		$170K Hold
1,480
– – 0.11% 165
2021
Q2 		$171K Buy
1,480
+100
+7% +$11.5K 0.12% 168
2021
Q1 		$159K Buy
1,380
+100
+8% +$11.6K 0.12% 167
2020
Q4 		$151K Buy
+1,280
New +$150K 0.13% 161

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EB
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

S.A. Mason's GVI Position: Q3 2025 in Review

S.A. Mason sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2025, closing a stake of 900 shares — an estimated $96.1K sold.

S.A. Mason first reported a position in GVI in Q4 2020 and held it in 19 quarters. The position peaked at $171K in Q2 2021. 266 funds tracked by Wall St. Rank hold GVI as of Q3 2025.

  • S.A. Mason reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2025 after selling out during the quarter.
  • S.A. Mason sold 900 iShares Intermediate Government/Credit Bond ETF shares in Q3 2025, an estimated $96.1K.
  • S.A. Mason first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2020 and held it in 19 quarters.
  • S.A. Mason's iShares Intermediate Government/Credit Bond ETF position peaked at $171K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.