GVI β€” ISHARES INTERMEDIATE GOV/CRDT B

Ownership history in American Trust  Β·  2 quarters on record

This page tracks every 13F SEC filing in which American Trust reported a position in ISHARES INTERMEDIATE GOV/CRDT B (GVI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.02% (2025 Q2)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    GVI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,060 -319 -13.4% 0.02% $221K $105.56
2025 Q2 INITIATED 2,379 β€” β€” 0.02% $254K $104.00

🏒 Other funds also holding GVI

As of 2025 Q4 β€” sorted by position size

John S. & James L. Knight Foundation, Inc. 53.42% D L CARLSON INVESTMENT GROUP INC 3Y 7Y 8.45% MERIDIAN MANAGEMENT CO 3Y 7Y 6.01% Choate Investment Advisors 3Y 7Y 4.42% C M BIDWELL & ASSOCIATES LTD 3Y 7Y 3.53% DT Investment Partners, LLC 3Y 7Y 3.48% OARSMAN CAPITAL, INC. 3Y 7Y 3.25% HOWE & RUSLING INC 3Y 7Y 2.65% Bank of New Hampshire 3Y 2.33% Koss-Olinger Consulting, LLC 3Y 2.24%
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