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Trail Ridge Investment Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Trail Ridge Investment 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 		$5.32M Buy
50,189
+2,633
+6% +$280K 2.25% 9
2026
Q1 		$5.07M Sell
47,556
-194
-0.4% -$20.8K 2.21% 10
2025
Q4 		$5.13M Buy
47,750
+2,829
+6% +$304K 2.2% 9
2025
Q3 		$4.83M Buy
44,921
+236
+0.5% +$25.2K 2.16% 10
2025
Q2 		$4.75M Buy
44,685
+1,116
+3% +$118K 2.29% 10
2025
Q1 		$4.62M Buy
43,569
+10,763
+33% +$1.13M 2.38% 8
2024
Q4 		$3.42M Buy
32,806
+1,557
+5% +$164K 1.63% 16
2024
Q3 		$3.29M Buy
31,249
+2,328
+8% +$246K 1.57% 17
2024
Q2 		$3M Sell
28,921
-88
-0.3% -$9.07K 1.55% 16
2024
Q1 		$3.02M Sell
29,009
-892
-3% -$92.8K 1.71% 17
2023
Q4 		$3.13M Buy
29,901
+988
+3% +$101K 1.92% 12
2023
Q3 		$2.93M Sell
28,913
-6,735
-19% -$689K 1.99% 12
2023
Q2 		$3.67M Buy
35,648
+12,882
+57% +$1.34M 2.26% 6
2023
Q1 		$2.38M Sell
22,766
-760
-3% -$78.7K 1.55% 13
2022
Q4 		$2.41M Buy
23,526
+6,476
+38% +$662K 1.66% 12
2022
Q3 		$1.74M Buy
17,050
+2,577
+18% +$271K 1.15% 26
2022
Q2 		$1.53M Sell
14,473
-4,156
-22% -$441K 1.04% 28
2022
Q1 		$2.02M Sell
18,629
-2,625
-12% -$292K 1.24% 19
2021
Q4 		$2.42M Buy
+21,254
New +$2.43M 1.45% 16

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

Trail Ridge Investment Advisors's GVI Position: Q2 2026 in Review

Trail Ridge Investment Advisors increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 5.5% in Q2 2026, buying an estimated $280K and bringing the position to 50,189 shares worth $5.32M. The position accounts for 2.25% of the portfolio, ranked #9.

Trail Ridge Investment Advisors first reported a position in GVI in Q4 2021 and has held it in 19 quarters since. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Trail Ridge Investment Advisors held 50,189 shares of iShares Intermediate Government/Credit Bond ETF worth $5.32M as of Q2 2026.
  • Trail Ridge Investment Advisors bought 2,633 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $280K.
  • iShares Intermediate Government/Credit Bond ETF made up 2.25% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Trail Ridge Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.