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Badgley Phelps Wealth Managers’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Badgley Phelps Wealth Managers’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
Q1 		$13.2M Buy
123,321
+13,201
+12% +$1.42M 0.26% 93
2025
Q4 		$11.8M Buy
110,120
+3,163
+3% +$340K 0.22% 107
2025
Q3 		$11.5M Buy
106,957
+4,782
+5% +$511K 0.24% 97
2025
Q2 		$10.9M Buy
102,175
+3,052
+3% +$323K 0.24% 102
2025
Q1 		$10.5M Buy
99,123
+14,516
+17% +$1.52M 0.25% 105
2024
Q4 		$8.82M Sell
84,607
-6
-0% -$630 0.21% 106
2024
Q3 		$9.06M Buy
84,613
+7,943
+10% +$841K 0.21% 111
2024
Q2 		$7.95M Buy
76,670
+3,337
+5% +$344K 0.2% 107
2024
Q1 		$7.63M Buy
73,333
+1,374
+2% +$143K 0.19% 110
2023
Q4 		$7.54M Sell
71,959
-10,168
-12% -$1.04M 0.21% 105
2023
Q3 		$8.32M Sell
82,127
-1,467
-2% -$150K 0.28% 97
2023
Q2 		$8.6M Buy
83,594
+14,861
+22% +$1.55M 0.28% 97
2023
Q1 		$7.18M Buy
68,733
+7,831
+13% +$811K 0.26% 104
2022
Q4 		$6.24M Buy
60,902
+11,837
+24% +$1.21M 0.25% 101
2022
Q3 		$4.99M Buy
49,065
+1,939
+4% +$204K 0.21% 102
2022
Q2 		$4.97M Buy
47,126
+391
+0.8% +$41.5K 0.2% 105
2022
Q1 		$5.07M Sell
46,735
-643
-1% -$71.4K 0.18% 109
2021
Q4 		$5.39M Buy
47,378
+4,023
+9% +$460K 0.18% 113
2021
Q3 		$4.99M Buy
+43,355
New +$5.02M 0.18% 111

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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

Badgley Phelps Wealth Managers's GVI Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 12% in Q1 2026, buying an estimated $1.42M and bringing the position to 123,321 shares worth $13.2M. The position accounts for 0.26% of the portfolio, ranked #93.

Badgley Phelps Wealth Managers first reported a position in GVI in Q3 2021 and has held it in 19 quarters since. 276 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Badgley Phelps Wealth Managers held 123,321 shares of iShares Intermediate Government/Credit Bond ETF worth $13.2M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 13,201 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $1.42M.
  • iShares Intermediate Government/Credit Bond ETF made up 0.26% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #93 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.