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Advocacy Wealth Management Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Advocacy Wealth Management Services’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 		$2.82M Sell
26,542
-14
-0.1% -$1.49K 0.1% 73
2026
Q1 		$2.83M Sell
26,556
-2,288
-8% -$245K 0.13% 70
2025
Q4 		$3.1M Sell
28,844
-271
-0.9% -$29.1K 0.13% 74
2025
Q3 		$3.13M Buy
+29,115
New +$3.11M 0.14% 71

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

Advocacy Wealth Management Services's GVI Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.05% in Q2 2026, selling an estimated $1.49K and leaving 26,542 shares worth $2.82M. The position accounts for 0.1% of the portfolio, ranked #73.

Advocacy Wealth Management Services first reported a position in GVI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.13M in Q3 2025. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Advocacy Wealth Management Services held 26,542 shares of iShares Intermediate Government/Credit Bond ETF worth $2.82M as of Q2 2026.
  • Advocacy Wealth Management Services sold 14 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $1.49K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.1% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #73 holding.
  • Advocacy Wealth Management Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Advocacy Wealth Management Services's iShares Intermediate Government/Credit Bond ETF position peaked at $3.13M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.