Advisory Alpha’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Advisory Alpha’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	$468K	Sell	4,412 -176	-4%	-$18.7K	0.01%	390
2026 Q1	$489K	Sell	4,588 -231	-5%	-$24.8K	0.01%	331
2025 Q4	$517K	Sell	4,819 -1,286	-21%	-$138K	0.01%	297
2025 Q3	$656K	Sell	6,105 -1,519	-20%	-$162K	0.02%	252
2025 Q2	$814K	Sell	7,624 -11,813	-61%	-$1.25M	0.03%	192
2025 Q1	$2.06M	Buy	+19,437	New	+$2.04M	0.07%	111

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

Advisory Alpha's GVI Position: Q2 2026 in Review

Advisory Alpha reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 3.8% in Q2 2026, selling an estimated $18.7K and leaving 4,412 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #390.

Advisory Alpha first reported a position in GVI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.06M in Q1 2025. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Advisory Alpha held 4,412 shares of iShares Intermediate Government/Credit Bond ETF worth $468K as of Q2 2026.
Advisory Alpha sold 176 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $18.7K.
iShares Intermediate Government/Credit Bond ETF made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #390 holding.
Advisory Alpha first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2025 and has held it in 6 quarters since.
Advisory Alpha's iShares Intermediate Government/Credit Bond ETF position peaked at $2.06M in Q1 2025.
271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.