SGK
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Steigerwald Gordon & Koch’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Steigerwald Gordon & Koch’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 		$93K Hold
877
– – 0.01% 226
2026
Q1 		$93.6K Hold
877
– – 0.01% 221
2025
Q4 		$94.1K Hold
877
– – 0.01% 223
2025
Q3 		$94.2K Buy
+877
New +$93.7K 0.01% 214

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

Steigerwald Gordon & Koch's GVI Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 877 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #226.

Steigerwald Gordon & Koch first reported a position in GVI in Q3 2025 and has held it in 4 quarters since. The position peaked at $94.2K in Q3 2025. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Steigerwald Gordon & Koch held 877 shares of iShares Intermediate Government/Credit Bond ETF worth $93K as of Q2 2026.
  • Steigerwald Gordon & Koch 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 Steigerwald Gordon & Koch's portfolio in Q2 2026, its #226 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's iShares Intermediate Government/Credit Bond ETF position peaked at $94.2K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.