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ZWJ Investment Counsel’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

ZWJ Investment Counsel’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 		$284K Buy
2,672
+3
+0.1% +$319 0.01% 225
2026
Q1 		$285K Sell
2,669
-85
-3% -$9.12K 0.01% 179
2025
Q4 		$296K Buy
2,754
+3
+0.1% +$323 0.01% 172
2025
Q3 		$296K Sell
2,751
-91
-3% -$9.72K 0.01% 175
2025
Q2 		$303K Buy
2,842
+3
+0.1% +$317 0.01% 172
2025
Q1 		$301K Buy
2,839
+52
+2% +$5.45K 0.01% 183
2024
Q4 		$291K Sell
2,787
-458
-14% -$48.1K 0.01% 189
2024
Q3 		$348K Sell
3,245
-51
-2% -$5.4K 0.01% 179
2024
Q2 		$342K Sell
3,296
-64
-2% -$6.6K 0.02% 178
2024
Q1 		$349K Buy
3,360
+4
+0.1% +$416 0.02% 177
2023
Q4 		$352K Buy
3,356
+8
+0.2% +$817 0.02% 153
2023
Q3 		$339K Buy
3,348
+5
+0.1% +$511 0.02% 149
2023
Q2 		$344K Buy
3,343
+9
+0.3% +$936 0.02% 146
2023
Q1 		$348K Buy
3,334
+143
+4% +$14.8K 0.02% 149
2022
Q4 		$327K Sell
3,191
-1,980
-38% -$202K 0.02% 147
2022
Q3 		$526K Sell
5,171
-1,073
-17% -$113K 0.03% 123
2022
Q2 		$659K Buy
6,244
+3
+0% +$318 0.04% 116
2022
Q1 		$677K Buy
6,241
+2
+0% +$222 0.04% 113
2021
Q4 		$710K Buy
6,239
+353
+6% +$40.3K 0.04% 112
2021
Q3 		$678K Buy
5,886
+2
+0% +$232 0.04% 112
2021
Q2 		$680K Sell
5,884
-402
-6% -$46.4K 0.04% 112
2021
Q1 		$722K Sell
6,286
-299
-5% -$34.8K 0.04% 111
2020
Q4 		$775K Buy
6,585
+4
+0.1% +$470 0.05% 101
2020
Q3 		$775K Sell
6,581
-95
-1% -$11.2K 0.06% 95
2020
Q2 		$786K Sell
6,676
-94
-1% -$11K 0.07% 91
2020
Q1 		$777K Buy
6,770
+33
+0.5% +$3.76K 0.07% 110
2019
Q4 		$759K Buy
6,737
+782
+13% +$88.3K 0.05% 122
2019
Q3 		$674K Hold
5,955
– – 0.05% 100
2019
Q2 		$669K Buy
5,955
+42
+0.7% +$4.65K 0.05% 99
2019
Q1 		$652K Hold
5,913
– – 0.05% 98
2018
Q4 		$640K Hold
5,913
– – 0.06% 99
2018
Q3 		$635K Sell
5,913
-50
-0.8% -$5.38K 0.05% 100
2018
Q2 		$643K Buy
5,963
+90
+2% +$9.68K 0.06% 95
2018
Q1 		$636K Sell
5,873
-425
-7% -$46.1K 0.06% 96
2017
Q4 		$691K Buy
6,298
+1,302
+26% +$144K 0.05% 139
2017
Q3 		$554K Buy
4,996
+2,024
+68% +$225K 0.04% 150
2017
Q2 		$329K Sell
2,972
-295
-9% -$32.7K 0.03% 220
2017
Q1 		$360K Buy
+3,267
New +$359K 0.03% 214

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

ZWJ Investment Counsel's GVI Position: Q2 2026 in Review

ZWJ Investment Counsel increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.11% in Q2 2026, buying an estimated $319 and bringing the position to 2,672 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #225.

ZWJ Investment Counsel first reported a position in GVI in Q1 2017 and has held it in 38 quarters since. The position peaked at $786K in Q2 2020. 114 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • ZWJ Investment Counsel held 2,672 shares of iShares Intermediate Government/Credit Bond ETF worth $284K as of Q2 2026.
  • ZWJ Investment Counsel bought 3 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $319.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #225 holding.
  • ZWJ Investment Counsel first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2017 and has held it in 38 quarters since.
  • ZWJ Investment Counsel's iShares Intermediate Government/Credit Bond ETF position peaked at $786K in Q2 2020.
  • 114 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.