TS Financial Group (TSFG)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

TS Financial Group (TSFG)’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
2025 Q3	–	Sell	-52	Closed	-$6K	–	855
2025 Q2	$6K	Buy	52 +1	+2%	+$106	﹤0.01%	612
2025 Q1	$5K	Hold	51	–	–	﹤0.01%	618
2024 Q4	$5K	Buy	51 +1	+2%	+$105	﹤0.01%	570
2024 Q3	$5K	Buy	+50	New	+$5.29K	﹤0.01%	589

Other funds holding GVI

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CIA

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

TS Financial Group (TSFG)'s GVI Position: Q3 2025 in Review

TS Financial Group (TSFG) sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2025, closing a stake of 52 shares — an estimated $6K sold.

TS Financial Group (TSFG) first reported a position in GVI in Q3 2024 and held it in 4 quarters. The position peaked at $6K in Q2 2025. 266 funds tracked by Wall St. Rank hold GVI as of Q3 2025.

TS Financial Group (TSFG) reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2025 after selling out during the quarter.
TS Financial Group (TSFG) sold 52 iShares Intermediate Government/Credit Bond ETF shares in Q3 2025, an estimated $6K.
TS Financial Group (TSFG) first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2024 and held it in 4 quarters.
TS Financial Group (TSFG)'s iShares Intermediate Government/Credit Bond ETF position peaked at $6K in Q2 2025.
266 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2025, filed 4 Nov 2025.