Union Savings Bank’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Union Savings Bank’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	$4.79M	Buy	45,108 +3,797	+9%	+$403K	1.92%	10
2026 Q1	$4.41M	Buy	41,311 +3,196	+8%	+$343K	1.93%	10
2025 Q4	$4.09M	Buy	+38,115	New	+$4.1M	1.77%	10
2025 Q2	$3.7M	Buy	34,797 +867	+3%	+$91.7K	1.7%	10
2025 Q1	$3.6M	Buy	33,930 +5,653	+20%	+$593K	1.76%	10
2024 Q4	$2.95M	Buy	28,277 +19,752	+232%	+$2.08M	1.45%	12
2024 Q3	$913K	Buy	8,525 +5,501	+182%	+$582K	0.45%	51
2024 Q2	$314K	Buy	3,024 +2,159	+250%	+$223K	0.16%	103
2024 Q1	$89.9K	Hold	865	–	–	0.05%	185
2023 Q4	$90.6K	Hold	865	–	–	0.05%	182
2023 Q3	$87.6K	Hold	865	–	–	0.05%	178
2023 Q2	$88.9K	Buy	+865	New	+$90K	0.05%	176

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

Union Savings Bank's GVI Position: Q2 2026 in Review

Union Savings Bank increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 9.2% in Q2 2026, buying an estimated $403K and bringing the position to 45,108 shares worth $4.79M. The position accounts for 1.92% of the portfolio, ranked #10.

Union Savings Bank first reported a position in GVI in Q2 2023 and has held it in 12 quarters since. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Union Savings Bank held 45,108 shares of iShares Intermediate Government/Credit Bond ETF worth $4.79M as of Q2 2026.
Union Savings Bank bought 3,797 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $403K.
iShares Intermediate Government/Credit Bond ETF made up 1.92% of Union Savings Bank's portfolio in Q2 2026, its #10 holding.
Union Savings Bank first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2023 and has held it in 12 quarters since.
270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.