Tucker Asset Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Tucker Asset 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
2025 Q4	$3.24M	Sell	30,181 -6,265	-17%	-$674K	0.94%	11
2025 Q3	$3.92M	Sell	36,446 -10,423	-22%	-$1.11M	1.18%	10
2025 Q2	$5.01M	Sell	46,869 -4,181	-8%	-$442K	1.6%	9
2025 Q1	$5.41M	Sell	51,050 -36,378	-42%	-$3.82M	1.75%	9
2024 Q4	$9.11M	Sell	87,428 -20,589	-19%	-$2.16M	0.97%	9
2024 Q3	$11.6M	Sell	108,017 -9,292	-8%	-$983K	2.67%	7
2024 Q2	$12.2M	Buy	117,309 +19,536	+20%	+$2.01M	2.66%	9
2024 Q1	$10.2M	Buy	97,773 +60,758	+164%	+$6.32M	2.34%	10
2023 Q4	$3.88M	Buy	37,015 +17,790	+93%	+$1.82M	0.97%	14
2023 Q3	$1.95M	Buy	19,225 +6,137	+47%	+$628K	0.52%	18
2023 Q2	$1.35M	Buy	13,088 +9,924	+314%	+$1.03M	0.39%	22
2023 Q1	$331K	Buy	+3,164	New	+$328K	0.1%	52

Other funds holding GVI

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Tucker Asset Management's GVI Position: Q4 2025 in Review

Tucker Asset Management reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 17% in Q4 2025, selling an estimated $674K and leaving 30,181 shares worth $3.24M. The position accounts for 0.94% of the portfolio, ranked #11.

Tucker Asset Management first reported a position in GVI in Q1 2023 and has held it in 12 quarters since. The position peaked at $12.2M in Q2 2024. 286 funds tracked by Wall St. Rank hold GVI as of Q4 2025.

Tucker Asset Management held 30,181 shares of iShares Intermediate Government/Credit Bond ETF worth $3.24M as of Q4 2025.
Tucker Asset Management sold 6,265 iShares Intermediate Government/Credit Bond ETF shares in Q4 2025, an estimated $674K.
iShares Intermediate Government/Credit Bond ETF made up 0.94% of Tucker Asset Management's portfolio in Q4 2025, its #11 holding.
Tucker Asset Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2023 and has held it in 12 quarters since.
Tucker Asset Management's iShares Intermediate Government/Credit Bond ETF position peaked at $12.2M in Q2 2024.
286 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.