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Atria Investments’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Atria Investments’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 		$5.51M Sell
51,950
-3,622
-7% -$385K 0.06% 365
2026
Q1 		$5.93M Sell
55,572
-889
-2% -$95.4K 0.07% 317
2025
Q4 		$6.06M Buy
56,461
+7,367
+15% +$792K 0.07% 323
2025
Q3 		$5.27M Buy
49,094
+668
+1% +$71.4K 0.06% 376
2025
Q2 		$5.17M Buy
48,426
+1,242
+3% +$131K 0.06% 373
2025
Q1 		$5M Buy
47,184
+27,155
+136% +$2.85M 0.06% 373
2024
Q4 		$2.09M Buy
20,029
+3,381
+20% +$355K 0.03% 666
2024
Q3 		$1.78M Buy
16,648
+2,488
+18% +$263K 0.02% 708
2024
Q2 		$1.47M Buy
14,160
+1,698
+14% +$175K 0.02% 764
2024
Q1 		$1.3M Buy
12,462
+846
+7% +$88K 0.02% 835
2023
Q4 		$1.22M Sell
11,616
-214
-2% -$21.9K 0.02% 806
2023
Q3 		$1.2M Sell
11,830
-1,379
-10% -$141K 0.02% 769
2023
Q2 		$1.36M Buy
13,209
+497
+4% +$51.7K 0.02% 710
2023
Q1 		$1.33M Buy
12,712
+2,547
+25% +$264K 0.03% 691
2022
Q4 		$1.04M Sell
10,165
-1,260
-11% -$129K 0.02% 750
2022
Q3 		$1.16M Sell
11,425
-8,925
-44% -$937K 0.03% 672
2022
Q2 		$2.15M Buy
20,350
+9,360
+85% +$993K 0.05% 483
2022
Q1 		$1.19M Buy
10,990
+1,452
+15% +$161K 0.02% 778
2021
Q4 		$1.08M Sell
9,538
-6,232
-40% -$712K 0.02% 800
2021
Q3 		$1.82M Buy
15,770
+507
+3% +$58.8K 0.03% 565
2021
Q2 		$1.76M Sell
15,263
-2,119
-12% -$245K 0.03% 555
2021
Q1 		$2M Buy
17,382
+2,266
+15% +$264K 0.04% 455
2020
Q4 		$1.78M Buy
15,116
+2,816
+23% +$331K 0.04% 456
2020
Q3 		$1.45M Buy
+12,300
New +$1.45M 0.04% 438
2020
Q1 		– Sell
-5,318
Closed -$599K – 802
2019
Q4 		$599K Buy
+5,318
New +$601K 0.02% 717
2019
Q3 		– Sell
-1,921
Closed -$218K – 911
2019
Q2 		$218K Buy
1,921
+24
+1% +$2.66K 0.01% 875
2019
Q1 		$209K Buy
+1,897
New +$207K 0.01% 850
2018
Q2 		– Sell
-1,895
Closed -$205K – 968
2018
Q1 		$205K Buy
1,895
+53
+3% +$5.75K 0.01% 808
2017
Q4 		$202K Sell
1,842
-284
-13% -$31.3K 0.01% 772
2017
Q3 		$236K Sell
2,126
-21
-1% -$2.33K 0.01% 689
2017
Q2 		$238K Buy
+2,147
New +$238K 0.01% 641
2016
Q3 		– Sell
-9,703
Closed -$1.1M – 562
2016
Q2 		$1.1M Buy
9,703
+4,949
+104% +$555K 0.12% 158
2016
Q1 		$533K Buy
+4,754
New +$527K 0.06% 238

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

Atria Investments's GVI Position: Q2 2026 in Review

Atria Investments reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 6.5% in Q2 2026, selling an estimated $385K and leaving 51,950 shares worth $5.51M. The position accounts for 0.06% of the portfolio, ranked #365.

Atria Investments first reported a position in GVI in Q1 2016 and has held it in 33 quarters since. The position peaked at $6.06M in Q4 2025. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Atria Investments held 51,950 shares of iShares Intermediate Government/Credit Bond ETF worth $5.51M as of Q2 2026.
  • Atria Investments sold 3,622 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $385K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.06% of Atria Investments's portfolio in Q2 2026, its #365 holding.
  • Atria Investments first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2016 and has held it in 33 quarters since.
  • Atria Investments's iShares Intermediate Government/Credit Bond ETF position peaked at $6.06M in Q4 2025.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.