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

AE Wealth Management’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 		$15.1K Hold
142
– – ﹤0.01% 2313
2026
Q1 		$15.1K Hold
142
– – ﹤0.01% 2199
2025
Q4 		$15.2K Sell
142
-115
-45% -$12.4K ﹤0.01% 2079
2025
Q3 		$27.6K Hold
257
– – ﹤0.01% 1835
2025
Q2 		$27.4K Hold
257
– – ﹤0.01% 1703
2025
Q1 		$27.2K Sell
257
-1,591
-86% -$167K ﹤0.01% 1676
2024
Q4 		$193K Sell
1,848
-138
-7% -$14.5K ﹤0.01% 1284
2024
Q3 		$213K Buy
+1,986
New +$210K ﹤0.01% 1155
2020
Q4 		– Sell
-5,316
Closed -$626K – 1383
2020
Q3 		$626K Buy
5,316
+60
+1% +$7.07K 0.01% 793
2020
Q2 		$619K Sell
5,256
-28
-0.5% -$3.27K 0.01% 782
2020
Q1 		$606K Sell
5,284
-655
-11% -$74.6K 0.01% 622
2019
Q4 		$669K Buy
+5,939
New +$671K 0.01% 641
2018
Q4 		– Sell
-6,805
Closed -$731K – 528
2018
Q3 		$731K Buy
+6,805
New +$732K 0.04% 265

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

AE Wealth Management's GVI Position: Q2 2026 in Review

AE Wealth Management held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 142 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

AE Wealth Management first reported a position in GVI in Q3 2018 and has held it in 13 quarters since. The position peaked at $731K in Q3 2018. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • AE Wealth Management held 142 shares of iShares Intermediate Government/Credit Bond ETF worth $15.1K as of Q2 2026.
  • AE Wealth Management left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2313 holding.
  • AE Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2018 and has held it in 13 quarters since.
  • AE Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $731K in Q3 2018.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.