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Arlington Financial Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Arlington Financial Advisors’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
Q1 		– Sell
-54,984
Closed -$5.73M – 110
2024
Q4 		$5.73M Buy
+54,984
New +$5.78M 1.14% 27

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Arlington Financial Advisors's GVI Position: Q1 2025 in Review

Arlington Financial Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2025, closing a stake of 54,984 shares — an estimated $5.73M sold.

Arlington Financial Advisors first reported a position in GVI in Q4 2024 and held it in 1 quarter. The position peaked at $5.73M in Q4 2024. 270 funds tracked by Wall St. Rank hold GVI as of Q1 2025.

  • Arlington Financial Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 54,984 iShares Intermediate Government/Credit Bond ETF shares in Q1 2025, an estimated $5.73M.
  • Arlington Financial Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2024 and held it in 1 quarter.
  • Arlington Financial Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $5.73M in Q4 2024.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2025.

Based on Arlington Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.