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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
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

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Trail Ridge Investment Advisors's GVI Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.41% in Q1 2026, selling an estimated $20.8K and leaving 47,556 shares worth $5.07M. The position accounts for 2.21% of the portfolio, ranked #10.

Trail Ridge Investment Advisors first reported a position in GVI in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.13M in Q4 2025. 278 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Trail Ridge Investment Advisors held 47,556 shares of iShares Intermediate Government/Credit Bond ETF worth $5.07M as of Q1 2026.
  • Trail Ridge Investment Advisors sold 194 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $20.8K.
  • iShares Intermediate Government/Credit Bond ETF made up 2.21% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #10 holding.
  • Trail Ridge Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Trail Ridge Investment Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $5.13M in Q4 2025.
  • 278 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.