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TFC Financial Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

TFC Financial 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 		$142K Buy
1,340
+141
+12% +$15K 0.02% 175
2026
Q1 		$128K Hold
1,199
– – 0.02% 176
2025
Q4 		$129K Buy
1,199
+1
+0.1% +$108 0.02% 175
2025
Q3 		$129K Buy
1,198
+1,124
+1,519% +$120K 0.02% 163
2025
Q2 		$7.93K Sell
74
-2,399
-97% -$254K ﹤0.01% 391
2025
Q1 		$262K Sell
2,473
-2,739
-53% -$287K 0.04% 102
2024
Q4 		$543K Sell
5,212
-8,394
-62% -$882K 0.09% 65
2024
Q3 		$1.46M Sell
13,606
-159,062
-92% -$16.8M 0.23% 34
2024
Q2 		$17.9M Buy
172,668
+8,300
+5% +$856K 3.14% 8
2024
Q1 		$17.1M Buy
164,368
+24,601
+18% +$2.56M 3.04% 8
2023
Q4 		$14.6M Buy
139,767
+10,906
+8% +$1.11M 2.96% 8
2023
Q3 		$13.1M Buy
+128,861
New +$13.2M 3.12% 6

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

TFC Financial Management's GVI Position: Q2 2026 in Review

TFC Financial Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 12% in Q2 2026, buying an estimated $15K and bringing the position to 1,340 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #175.

TFC Financial Management first reported a position in GVI in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.9M in Q2 2024. 128 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • TFC Financial Management held 1,340 shares of iShares Intermediate Government/Credit Bond ETF worth $142K as of Q2 2026.
  • TFC Financial Management bought 141 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $15K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #175 holding.
  • TFC Financial Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • TFC Financial Management's iShares Intermediate Government/Credit Bond ETF position peaked at $17.9M in Q2 2024.
  • 128 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.