AO
GVI icon

Advisor OS’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Advisor OS’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 		$1.61M Buy
15,184
+6,745
+80% +$716K 0.11% 139
2026
Q1 		$900K Buy
8,439
+2,532
+43% +$272K 0.07% 197
2025
Q4 		$634K Buy
5,907
+299
+5% +$32.1K 0.05% 248
2025
Q3 		$602K Buy
5,608
+299
+6% +$31.9K 0.05% 226
2025
Q2 		$567K Buy
5,309
+166
+3% +$17.6K 0.06% 229
2025
Q1 		$545K Buy
5,143
+1,533
+42% +$161K 0.06% 224
2024
Q4 		$376K Buy
3,610
+1,037
+40% +$109K 0.04% 274
2024
Q3 		$276K Sell
2,573
-291
-10% -$30.8K 0.03% 337
2024
Q2 		$297K Sell
2,864
-2,033
-42% -$210K 0.03% 307
2024
Q1 		$509K Buy
4,897
+1,739
+55% +$181K 0.06% 233
2023
Q4 		$331K Buy
+3,158
New +$323K 0.04% 249
2020
Q3 		– Sell
-112,097
Closed -$13.2M – 119
2020
Q2 		$13.2M Buy
+112,097
New +$13.1M 7.87% 2

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

Advisor OS's GVI Position: Q2 2026 in Review

Advisor OS increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 80% in Q2 2026, buying an estimated $716K and bringing the position to 15,184 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #139.

Advisor OS first reported a position in GVI in Q2 2020 and has held it in 12 quarters since. The position peaked at $13.2M in Q2 2020. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Advisor OS held 15,184 shares of iShares Intermediate Government/Credit Bond ETF worth $1.61M as of Q2 2026.
  • Advisor OS bought 6,745 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $716K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.11% of Advisor OS's portfolio in Q2 2026, its #139 holding.
  • Advisor OS first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2020 and has held it in 12 quarters since.
  • Advisor OS's iShares Intermediate Government/Credit Bond ETF position peaked at $13.2M in Q2 2020.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.