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Bartlett & Co Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Bartlett & Co Wealth Management’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 		$144K Buy
1,355
+4
+0.3% +$425 ﹤0.01% 550
2026
Q1 		$144K Buy
1,351
+178
+15% +$19.1K ﹤0.01% 507
2025
Q4 		$126K Sell
1,173
-18
-2% -$1.94K ﹤0.01% 516
2025
Q3 		$128K Buy
1,191
+5
+0.4% +$534 ﹤0.01% 510
2025
Q2 		$127K Buy
1,186
+6
+0.5% +$635 ﹤0.01% 503
2025
Q1 		$125K Buy
1,180
+599
+103% +$62.8K ﹤0.01% 509
2024
Q4 		$60.6K Sell
581
-29
-5% -$3.05K ﹤0.01% 607
2024
Q3 		$65.3K Hold
610
– – ﹤0.01% 611
2024
Q2 		$63.3K Buy
610
+513
+529% +$52.9K ﹤0.01% 617
2024
Q1 		$10.1K Hold
97
– – ﹤0.01% 908
2023
Q4 		$10.2K Buy
+97
New +$9.91K ﹤0.01% 998
2020
Q2 		– Sell
-200
Closed -$22.9K – 863
2020
Q1 		$22.9K Hold
200
– – ﹤0.01% 568
2019
Q4 		$22.5K Sell
200
-300
-60% -$33.9K ﹤0.01% 645
2019
Q3 		$56.6K Hold
500
– – ﹤0.01% 506
2019
Q2 		$56.1K Hold
500
– – ﹤0.01% 418
2019
Q1 		$55.1K Hold
500
– – ﹤0.01% 409
2018
Q4 		$54.1K Hold
500
– – ﹤0.01% 403
2018
Q3 		$53.7K Hold
500
– – ﹤0.01% 428
2018
Q2 		$53.9K Hold
500
– – ﹤0.01% 413
2018
Q1 		$54.1K Buy
+500
New +$54.2K ﹤0.01% 416

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

Bartlett & Co Wealth Management's GVI Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.3% in Q2 2026, buying an estimated $425 and bringing the position to 1,355 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Bartlett & Co Wealth Management first reported a position in GVI in Q1 2018 and has held it in 20 quarters since. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,355 shares of iShares Intermediate Government/Credit Bond ETF worth $144K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 4 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $425.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #550 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2018 and has held it in 20 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.