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Strategic Financial Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Strategic Financial Services’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 		$27.5M Sell
259,171
-12,677
-5% -$1.35M 1.2% 17
2026
Q1 		$29M Sell
271,848
-2,130
-0.8% -$228K 1.38% 17
2025
Q4 		$29.4M Sell
273,978
-4,608
-2% -$495K 1.36% 18
2025
Q3 		$29.9M Sell
278,586
-5,584
-2% -$597K 1.5% 16
2025
Q2 		$30.3M Sell
284,170
-14,807
-5% -$1.57M 1.63% 16
2025
Q1 		$31.7M Sell
298,977
-51,649
-15% -$5.42M 1.86% 15
2024
Q4 		$36.5M Sell
350,626
-870,970
-71% -$91.5M 2.18% 13
2024
Q3 		$131M Buy
1,221,596
+18,133
+2% +$1.92M 7.76% 4
2024
Q2 		$125M Buy
1,203,463
+46,730
+4% +$4.82M 7.9% 4
2024
Q1 		$120M Buy
1,156,733
+108,803
+10% +$11.3M 7.77% 4
2023
Q4 		$110M Buy
1,047,930
+10,606
+1% +$1.08M 7.72% 4
2023
Q3 		$105M Buy
1,037,324
+167,026
+19% +$17.1M 8.18% 4
2023
Q2 		$89.5M Buy
870,298
+50,982
+6% +$5.3M 6.67% 5
2023
Q1 		$85.6M Buy
819,316
+17,348
+2% +$1.8M 6.62% 5
2022
Q4 		$82.2M Sell
801,968
-205,252
-20% -$21M 6.57% 5
2022
Q3 		$102M Sell
1,007,220
-25,920
-3% -$2.72M 9.04% 5
2022
Q2 		$109M Buy
1,033,140
+32,274
+3% +$3.43M 9.26% 5
2022
Q1 		$109M Buy
1,000,866
+100,871
+11% +$11.2M 8.22% 5
2021
Q4 		$102M Sell
899,995
-55,676
-6% -$6.36M 7.62% 5
2021
Q3 		$110M Buy
955,671
+44,568
+5% +$5.17M 8.69% 5
2021
Q2 		$105M Buy
911,103
+51,699
+6% +$5.97M 8.36% 5
2021
Q1 		$98.7M Buy
859,404
+59,622
+7% +$6.94M 8.34% 4
2020
Q4 		$94.1M Buy
799,782
+96,202
+14% +$11.3M 8.44% 4
2020
Q3 		$82.8M Buy
703,580
+101,118
+17% +$11.9M 8.51% 4
2020
Q2 		$70.9M Buy
602,462
+141,946
+31% +$16.6M 7.88% 4
2020
Q1 		$52.8M Sell
460,516
-20,336
-4% -$2.32M 7.06% 4
2019
Q4 		$54.2M Buy
480,852
+133,517
+38% +$15.1M 6.22% 4
2019
Q3 		$39.3M Buy
347,335
+50,552
+17% +$5.7M 5.03% 3
2019
Q2 		$33.3M Buy
296,783
+22,200
+8% +$2.46M 4.4% 5
2019
Q1 		$30.3M Buy
274,583
+19,013
+7% +$2.07M 4.19% 4
2018
Q4 		$27.7M Buy
255,570
+1,420
+0.6% +$152K 4.33% 5
2018
Q3 		$27.3M Buy
254,150
+3,675
+1% +$395K 4.06% 7
2018
Q2 		$27M Sell
250,475
-220
-0.1% -$23.7K 4.16% 7
2018
Q1 		$27.1M Buy
250,695
+5,519
+2% +$599K 4.41% 7
2017
Q4 		$26.9M Sell
245,176
-11,632
-5% -$1.28M 4.26% 7
2017
Q3 		$28.5M Sell
256,808
-41,185
-14% -$4.57M 4.7% 5
2017
Q2 		$33M Buy
297,993
+39,748
+15% +$4.4M 5.77% 3
2017
Q1 		$28.5M Buy
258,245
+31,916
+14% +$3.51M 5.18% 4
2016
Q4 		$24.9M Buy
226,329
+35,087
+18% +$3.89M 4.77% 5
2016
Q3 		$21.6M Buy
191,242
+9,990
+6% +$1.13M 4.29% 5
2016
Q2 		$20.5M Buy
+181,252
New +$20.3M 4.12% 6

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

Strategic Financial Services's GVI Position: Q2 2026 in Review

Strategic Financial Services reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 4.7% in Q2 2026, selling an estimated $1.35M and leaving 259,171 shares worth $27.5M. The position accounts for 1.2% of the portfolio, ranked #17.

Strategic Financial Services first reported a position in GVI in Q2 2016 and has held it in 41 quarters since. The position peaked at $131M in Q3 2024. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Strategic Financial Services held 259,171 shares of iShares Intermediate Government/Credit Bond ETF worth $27.5M as of Q2 2026.
  • Strategic Financial Services sold 12,677 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $1.35M.
  • iShares Intermediate Government/Credit Bond ETF made up 1.2% of Strategic Financial Services's portfolio in Q2 2026, its #17 holding.
  • Strategic Financial Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2016 and has held it in 41 quarters since.
  • Strategic Financial Services's iShares Intermediate Government/Credit Bond ETF position peaked at $131M in Q3 2024.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.