AF
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Allworth Financial’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Allworth Financial’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
2025
Q3 		– Sell
-21
Closed -$2.24K – 4964
2025
Q2 		$2.24K Hold
21
– – ﹤0.01% 3653
2025
Q1 		$2.22K Sell
21
-29
-58% -$3.04K ﹤0.01% 3170
2024
Q4 		$5.21K Hold
50
– – ﹤0.01% 2742
2024
Q3 		$5.36K Sell
50
-5
-9% -$529 ﹤0.01% 2538
2024
Q2 		$5.75K Sell
55
-80
-59% -$8.25K ﹤0.01% 2461
2024
Q1 		$14K Buy
135
+1
+0.7% +$104 ﹤0.01% 1965
2023
Q4 		$14.1K Sell
134
-44
-25% -$4.5K ﹤0.01% 1842
2023
Q3 		$18.1K Hold
178
– – ﹤0.01% 1593
2023
Q2 		$18.3K Buy
178
+1
+0.6% +$104 ﹤0.01% 1595
2023
Q1 		$18.5K Hold
177
– – ﹤0.01% 1496
2022
Q4 		$18.1K Buy
+177
New +$18.1K ﹤0.01% 1410
2022
Q2 		– Sell
-9,486
Closed -$1.03M – 2555
2022
Q1 		$1.03M Buy
9,486
+8,363
+745% +$929K 0.01% 302
2021
Q4 		$128K Sell
1,123
-928
-45% -$106K ﹤0.01% 627
2021
Q3 		$236K Sell
2,051
-20
-1% -$2.32K ﹤0.01% 445
2021
Q2 		$239K Buy
2,071
+780
+60% +$90.1K ﹤0.01% 348
2021
Q1 		$148K Buy
+1,291
New +$150K ﹤0.01% 387
2017
Q2 		– Sell
-150
Closed -$17K – 774
2017
Q1 		$17K Buy
+150
New +$16.5K ﹤0.01% 387

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

Allworth Financial's GVI Position: Q3 2025 in Review

Allworth Financial sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2025, closing a stake of 21 shares — an estimated $2.24K sold.

Allworth Financial first reported a position in GVI in Q1 2017 and held it in 17 quarters. The position peaked at $1.03M in Q1 2022. 266 funds tracked by Wall St. Rank hold GVI as of Q3 2025.

  • Allworth Financial reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 21 iShares Intermediate Government/Credit Bond ETF shares in Q3 2025, an estimated $2.24K.
  • Allworth Financial first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2017 and held it in 17 quarters.
  • Allworth Financial's iShares Intermediate Government/Credit Bond ETF position peaked at $1.03M in Q1 2022.
  • 266 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.