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Stewardship Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Stewardship Advisors’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 		$311K Buy
2,929
+69
+2% +$7.33K 0.06% 138
2026
Q1 		$305K Hold
2,860
– – 0.07% 119
2025
Q4 		$307K Hold
2,860
– – 0.07% 114
2025
Q3 		$307K Sell
2,860
-928
-24% -$99.1K 0.07% 113
2025
Q2 		$405K Buy
3,788
+75
+2% +$7.93K 0.1% 92
2025
Q1 		$394K Buy
3,713
+19
+0.5% +$1.99K 0.11% 92
2024
Q4 		$385K Buy
3,694
+802
+28% +$84.3K 0.11% 104
2024
Q3 		$310K Buy
+2,892
New +$306K 0.09% 100

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Stewardship Advisors's GVI Position: Q2 2026 in Review

Stewardship Advisors increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 2.4% in Q2 2026, buying an estimated $7.33K and bringing the position to 2,929 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #138.

Stewardship Advisors first reported a position in GVI in Q3 2024 and has held it in 8 quarters since. The position peaked at $405K in Q2 2025. 112 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Stewardship Advisors held 2,929 shares of iShares Intermediate Government/Credit Bond ETF worth $311K as of Q2 2026.
  • Stewardship Advisors bought 69 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $7.33K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.06% of Stewardship Advisors's portfolio in Q2 2026, its #138 holding.
  • Stewardship Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Stewardship Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $405K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.