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

Atria Wealth Solutions’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
Q2 		$469K Sell
4,390
-2,241
-34% -$237K 0.01% 950
2025
Q1 		$703K Buy
6,631
+127
+2% +$13.3K 0.01% 1031
2024
Q4 		$678K Buy
6,504
+392
+6% +$41.2K 0.01% 1098
2024
Q3 		$655K Buy
6,112
+1,559
+34% +$165K 0.01% 1105
2024
Q2 		$472K Sell
4,553
-117
-3% -$12.1K 0.01% 1267
2024
Q1 		$486K Buy
+4,670
New +$486K 0.01% 1283

Other funds holding GVI

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
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
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

Atria Wealth Solutions's GVI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 34% in Q2 2025, selling an estimated $237K and leaving 4,390 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #950.

Atria Wealth Solutions first reported a position in GVI in Q1 2024 and has held it in 6 quarters since. The position peaked at $703K in Q1 2025. 280 funds tracked by Wall St. Rank hold GVI as of Q2 2025.

  • Atria Wealth Solutions held 4,390 shares of iShares Intermediate Government/Credit Bond ETF worth $469K as of Q2 2025.
  • Atria Wealth Solutions sold 2,241 iShares Intermediate Government/Credit Bond ETF shares in Q2 2025, an estimated $237K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #950 holding.
  • Atria Wealth Solutions first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • Atria Wealth Solutions's iShares Intermediate Government/Credit Bond ETF position peaked at $703K in Q1 2025.
  • 280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.