Sanders Morris Harris’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Sanders Morris Harris’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	–	Sell	-3,500	Closed	-$373K	–	156
2026 Q1	$373K	Buy	+3,500	New	+$375K	0.06%	212
2025 Q4	–	Sell	-3,500	Closed	-$376K	–	144
2025 Q3	$376K	Hold	3,500	–	–	0.05%	201
2025 Q2	$374K	Hold	3,500	–	–	0.09%	88
2025 Q1	$371K	Hold	3,500	–	–	0.06%	184
2024 Q4	$364K	Sell	3,500 -500	-13%	-$52.5K	0.05%	195
2024 Q3	$428K	Hold	4,000	–	–	0.07%	175
2024 Q2	$415K	Buy	+4,000	New	+$412K	0.07%	177
2023 Q4	–	Sell	-4,000	Closed	-$405K	–	200
2023 Q3	$405K	Hold	4,000	–	–	0.08%	167
2023 Q2	$412K	Hold	4,000	–	–	0.09%	165
2023 Q1	$418K	Buy	+4,000	New	+$414K	0.15%	68
2022 Q4	–	Sell	-4,000	Closed	-$407K	–	232
2022 Q3	$407K	Hold	4,000	–	–	0.1%	161
2022 Q2	$422K	Hold	4,000	–	–	0.09%	174
2022 Q1	$434K	Hold	4,000	–	–	0.08%	183
2021 Q4	$455K	Hold	4,000	–	–	0.08%	178
2021 Q3	$461K	Hold	4,000	–	–	0.08%	176
2021 Q2	$462K	Hold	4,000	–	–	0.09%	179
2021 Q1	$459K	Buy	+4,000	New	+$465K	0.1%	169

Other funds holding GVI

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Sanders Morris Harris's GVI Position: Q2 2026 in Review

Sanders Morris Harris sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 3,500 shares — an estimated $373K sold.

Sanders Morris Harris first reported a position in GVI in Q1 2021 and held it in 17 quarters. The position peaked at $462K in Q2 2021. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Sanders Morris Harris reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 3,500 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $373K.
Sanders Morris Harris first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2021 and held it in 17 quarters.
Sanders Morris Harris's iShares Intermediate Government/Credit Bond ETF position peaked at $462K in Q2 2021.
270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.