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Unified Investment Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Unified Investment 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
2026
Q2 		$2.05M Buy
19,285
+80
+0.4% +$8.5K 1.89% 7
2026
Q1 		$2.05M Buy
19,205
+57
+0.3% +$6.11K 2.09% 5
2025
Q4 		$2.06M Buy
19,148
+44
+0.2% +$4.73K 2.06% 7
2025
Q3 		$2.05M Buy
19,104
+1,672
+10% +$179K 2.05% 7
2025
Q2 		$1.86M Buy
17,432
+4
+0% +$423 2% 7
2025
Q1 		$1.85M Sell
17,428
-1,079
-6% -$113K 2.18% 6
2024
Q4 		$1.93M Buy
+18,507
New +$1.94M 2.19% 9

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

Unified Investment Management's GVI Position: Q2 2026 in Review

Unified Investment Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.42% in Q2 2026, buying an estimated $8.5K and bringing the position to 19,285 shares worth $2.05M. The position accounts for 1.89% of the portfolio, ranked #7.

Unified Investment Management first reported a position in GVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.06M in Q4 2025. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Unified Investment Management held 19,285 shares of iShares Intermediate Government/Credit Bond ETF worth $2.05M as of Q2 2026.
  • Unified Investment Management bought 80 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $8.5K.
  • iShares Intermediate Government/Credit Bond ETF made up 1.89% of Unified Investment Management's portfolio in Q2 2026, its #7 holding.
  • Unified Investment Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's iShares Intermediate Government/Credit Bond ETF position peaked at $2.06M in Q4 2025.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.