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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
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

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Advocacy Wealth Management Services's GVI Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 7.9% in Q1 2026, selling an estimated $245K and leaving 26,556 shares worth $2.83M. The position accounts for 0.13% of the portfolio, ranked #70.

Advocacy Wealth Management Services first reported a position in GVI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.13M in Q3 2025. 276 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Advocacy Wealth Management Services held 26,556 shares of iShares Intermediate Government/Credit Bond ETF worth $2.83M as of Q1 2026.
  • Advocacy Wealth Management Services sold 2,288 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $245K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.13% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #70 holding.
  • Advocacy Wealth Management Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Advocacy Wealth Management Services's iShares Intermediate Government/Credit Bond ETF position peaked at $3.13M in Q3 2025.
  • 276 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.