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Avantax Advisory Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Avantax Advisory Services’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 		$5.05M Buy
47,327
+5,062
+12% +$535K 0.03% 446
2025
Q1 		$4.48M Sell
42,265
-19,167
-31% -$2.01M 0.03% 448
2024
Q4 		$6.4M Buy
61,432
+23,834
+63% +$2.5M 0.04% 327
2024
Q3 		$4.03M Sell
37,598
-396
-1% -$41.9K 0.03% 453
2024
Q2 		$3.94M Buy
37,994
+25,691
+209% +$2.65M 0.03% 440
2024
Q1 		$1.28M Sell
12,303
-1,560
-11% -$162K 0.01% 671
2023
Q4 		$1.45M Buy
+13,863
New +$1.42M 0.01% 599
2023
Q2 		– Sell
-2,079
Closed -$217K – 1533
2023
Q1 		$217K Sell
2,079
-18,721
-90% -$1.94M ﹤0.01% 1327
2022
Q4 		$2.13M Buy
20,800
+16,692
+406% +$1.71M 0.03% 409
2022
Q3 		$418K Sell
4,108
-8,722
-68% -$916K 0.01% 859
2022
Q2 		$1.35M Buy
+12,830
New +$1.36M 0.02% 471
2022
Q1 		– Sell
-11,430
Closed -$1.3M – 1320
2021
Q4 		$1.3M Buy
+11,430
New +$1.31M 0.02% 455
2020
Q4 		– Sell
-8,861
Closed -$1.04M – 1104
2020
Q3 		$1.04M Buy
+8,861
New +$1.04M 0.02% 527
2020
Q2 		– Sell
-2,121
Closed -$243K – 871
2020
Q1 		$243K Buy
+2,121
New +$242K 0.01% 656

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 $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 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 $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Avantax Advisory Services's GVI Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 12% in Q2 2025, buying an estimated $535K and bringing the position to 47,327 shares worth $5.05M. The position accounts for 0.03% of the portfolio, ranked #446.

Avantax Advisory Services first reported a position in GVI in Q1 2020 and has held it in 14 quarters since. The position peaked at $6.4M in Q4 2024. 279 funds tracked by Wall St. Rank hold GVI as of Q2 2025.

  • Avantax Advisory Services held 47,327 shares of iShares Intermediate Government/Credit Bond ETF worth $5.05M as of Q2 2025.
  • Avantax Advisory Services bought 5,062 iShares Intermediate Government/Credit Bond ETF shares in Q2 2025, an estimated $535K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #446 holding.
  • Avantax Advisory Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2020 and has held it in 14 quarters since.
  • Avantax Advisory Services's iShares Intermediate Government/Credit Bond ETF position peaked at $6.4M in Q4 2024.
  • 279 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.