Trivium Point Advisory’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Trivium Point Advisory’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	$484K	Buy	4,560 +439	+11%	+$46.6K	0.04%	257
2026 Q1	$440K	Sell	4,121 -63	-2%	-$6.76K	0.08%	201
2025 Q4	$449K	Sell	4,184 -197	-4%	-$21.2K	0.05%	253
2025 Q3	$471K	Sell	4,381 -751	-15%	-$80.2K	0.05%	241
2025 Q2	$548K	Buy	5,132 +114	+2%	+$12.1K	0.06%	229
2025 Q1	$532K	Sell	5,018 -41	-0.8%	-$4.3K	0.07%	223
2024 Q4	$527K	Buy	5,059 +47	+0.9%	+$4.94K	0.07%	215
2024 Q3	$524K	Sell	5,012 -13	-0.3%	-$1.38K	0.07%	219
2024 Q2	$521K	Buy	5,025 +4	+0.1%	+$412	0.08%	207
2024 Q1	$522K	Sell	5,021 -464	-8%	-$48.3K	0.11%	156
2023 Q4	$575K	Buy	5,485 +25	+0.5%	+$2.55K	0.14%	138
2023 Q3	$548K	Sell	5,460 -1,290	-19%	-$132K	0.15%	138
2023 Q2	$695K	Buy	+6,750	New	+$702K	0.19%	131

Other funds holding GVI

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Trivium Point Advisory's GVI Position: Q2 2026 in Review

Trivium Point Advisory increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 11% in Q2 2026, buying an estimated $46.6K and bringing the position to 4,560 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #257.

Trivium Point Advisory first reported a position in GVI in Q2 2023 and has held it in 13 quarters since. The position peaked at $695K in Q2 2023. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Trivium Point Advisory held 4,560 shares of iShares Intermediate Government/Credit Bond ETF worth $484K as of Q2 2026.
Trivium Point Advisory bought 439 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $46.6K.
iShares Intermediate Government/Credit Bond ETF made up 0.04% of Trivium Point Advisory's portfolio in Q2 2026, its #257 holding.
Trivium Point Advisory first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2023 and has held it in 13 quarters since.
Trivium Point Advisory's iShares Intermediate Government/Credit Bond ETF position peaked at $695K in Q2 2023.
271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.