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TCV Trust & Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

TCV Trust & Wealth Management’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 		$50.4M Buy
474,804
+12,218
+3% +$1.3M 3.82% 4
2026
Q1 		$49.3M Buy
462,586
+15,858
+4% +$1.7M 4.14% 3
2025
Q4 		$48M Buy
446,728
+27,298
+7% +$2.93M 3.87% 4
2025
Q3 		$45.1M Buy
419,430
+10,475
+3% +$1.12M 3.77% 5
2025
Q2 		$43.7M Buy
408,955
+13,277
+3% +$1.4M 3.82% 5
2025
Q1 		$41.9M Buy
395,678
+20,163
+5% +$2.11M 3.89% 3
2024
Q4 		$39.1M Buy
375,515
+14,533
+4% +$1.53M 3.62% 7
2024
Q3 		$38.7M Buy
360,982
+17,141
+5% +$1.81M 3.46% 6
2024
Q2 		$35.7M Buy
343,841
+9,746
+3% +$1M 3.4% 6
2024
Q1 		$34.7M Buy
334,095
+5,563
+2% +$579K 3.33% 5
2023
Q4 		$34.4M Buy
328,532
+6,408
+2% +$655K 3.47% 5
2023
Q3 		$32.6M Buy
322,124
+8,351
+3% +$854K 3.6% 4
2023
Q2 		$32.3M Buy
313,773
+7,421
+2% +$772K 3.43% 5
2023
Q1 		$32M Buy
306,352
+25,466
+9% +$2.64M 3.55% 4
2022
Q4 		$28.8M Buy
280,886
+161,105
+134% +$16.5M 3.27% 4
2022
Q3 		$12.2M Buy
119,781
+2,992
+3% +$314K 1.55% 22
2022
Q2 		$12.3M Buy
116,789
+2,890
+3% +$307K 1.48% 24
2022
Q1 		$12.4M Buy
113,899
+7,537
+7% +$837K 1.32% 30
2021
Q4 		$12.1M Buy
106,362
+7,533
+8% +$861K 1.21% 32
2021
Q3 		$11.4M Buy
98,829
+2,835
+3% +$329K 1.26% 30
2021
Q2 		$11.1M Buy
95,994
+10,485
+12% +$1.21M 1.21% 32
2021
Q1 		$9.82M Buy
85,509
+3,653
+4% +$425K 1.14% 35
2020
Q4 		$9.63M Buy
81,856
+6,510
+9% +$765K 1.17% 34
2020
Q3 		$8.87M Buy
75,346
+10,034
+15% +$1.18M 1.19% 32
2020
Q2 		$7.69M Buy
65,312
+3,170
+5% +$370K 1.09% 37
2020
Q1 		$7.13M Buy
62,142
+5,141
+9% +$586K 1.17% 36
2019
Q4 		$6.42M Buy
57,001
+8,514
+18% +$962K 0.78% 45
2019
Q3 		$5.49M Buy
48,487
+3,645
+8% +$411K 0.71% 48
2019
Q2 		$5.03M Buy
44,842
+16,823
+60% +$1.86M 0.65% 51
2019
Q1 		$3.09M Buy
28,019
+1,783
+7% +$194K 0.41% 67
2018
Q4 		$2.84M Buy
26,236
+3,311
+14% +$355K 0.42% 66
2018
Q3 		$2.46M Buy
22,925
+2,925
+15% +$315K 0.33% 72
2018
Q2 		$2.15M Buy
+20,000
New +$2.15M 0.3% 71
2016
Q1 		– Sell
-2,625
Closed -$288K – 160
2015
Q4 		$288K Hold
2,625
– – 0.05% 140
2015
Q3 		$292K Sell
2,625
-325
-11% -$36K 0.05% 145
2015
Q2 		$326K Hold
2,950
– – 0.05% 141
2015
Q1 		$330K Hold
2,950
– – 0.05% 146
2014
Q4 		$326K Hold
2,950
– – 0.05% 147
2014
Q3 		$325K Hold
2,950
– – 0.05% 146
2014
Q2 		$327K Buy
+2,950
New +$326K 0.05% 146

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
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
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

TCV Trust & Wealth Management's GVI Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 2.6% in Q2 2026, buying an estimated $1.3M and bringing the position to 474,804 shares worth $50.4M. The position accounts for 3.82% of the portfolio, ranked #4.

TCV Trust & Wealth Management first reported a position in GVI in Q2 2014 and has held it in 40 quarters since. 114 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • TCV Trust & Wealth Management held 474,804 shares of iShares Intermediate Government/Credit Bond ETF worth $50.4M as of Q2 2026.
  • TCV Trust & Wealth Management bought 12,218 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $1.3M.
  • iShares Intermediate Government/Credit Bond ETF made up 3.82% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #4 holding.
  • TCV Trust & Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2014 and has held it in 40 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.