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Atlantic Union Bankshares’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Atlantic Union Bankshares’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
-5,394
Closed -$562K – 307
2024
Q4 		$562K Sell
5,394
-351
-6% -$36.9K 0.03% 232
2024
Q3 		$615K Hold
5,745
– – 0.04% 232
2024
Q2 		$596K Buy
+5,745
New +$592K 0.04% 226
2022
Q2 		– Sell
-1,857
Closed -$202K – 258
2022
Q1 		$202K Sell
1,857
-717
-28% -$79.6K 0.02% 251
2021
Q4 		$293K Hold
2,574
– – 0.02% 225
2021
Q3 		$296K Hold
2,574
– – 0.03% 229
2021
Q2 		$298K Sell
2,574
-5,247
-67% -$606K 0.03% 232
2021
Q1 		$898K Buy
7,821
+4,251
+119% +$494K 0.09% 145
2020
Q4 		$420K Buy
+3,570
New +$419K 0.04% 201

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
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 22.9% 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

Atlantic Union Bankshares's GVI Position: Q1 2025 in Review

Atlantic Union Bankshares sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2025, closing a stake of 5,394 shares — an estimated $562K sold.

Atlantic Union Bankshares first reported a position in GVI in Q4 2020 and held it in 9 quarters. The position peaked at $898K in Q1 2021. 270 funds tracked by Wall St. Rank hold GVI as of Q1 2025.

  • Atlantic Union Bankshares reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Atlantic Union Bankshares sold 5,394 iShares Intermediate Government/Credit Bond ETF shares in Q1 2025, an estimated $562K.
  • Atlantic Union Bankshares first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2020 and held it in 9 quarters.
  • Atlantic Union Bankshares's iShares Intermediate Government/Credit Bond ETF position peaked at $898K in Q1 2021.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2025.

Based on Atlantic Union Bankshares's 13F filing for Q1 2025, filed 5 May 2025.