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BBR Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

BBR Partners’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 		$266K Hold
2,506
– – 0.01% 218
2026
Q1 		$267K Hold
2,506
– – 0.01% 213
2025
Q4 		$269K Hold
2,506
– – 0.01% 221
2025
Q3 		$269K Hold
2,506
– – 0.02% 216
2025
Q2 		$268K Hold
2,506
– – 0.02% 197
2025
Q1 		$266K Sell
2,506
-364
-13% -$38.2K 0.02% 188
2024
Q4 		$299K Hold
2,870
– – 0.02% 197
2024
Q3 		$307K Buy
+2,870
New +$304K 0.02% 181

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

BBR Partners's GVI Position: Q2 2026 in Review

BBR Partners held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 2,506 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #218.

BBR Partners first reported a position in GVI in Q3 2024 and has held it in 8 quarters since. The position peaked at $307K in Q3 2024. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • BBR Partners held 2,506 shares of iShares Intermediate Government/Credit Bond ETF worth $266K as of Q2 2026.
  • BBR Partners left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of BBR Partners's portfolio in Q2 2026, its #218 holding.
  • BBR Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • BBR Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $307K in Q3 2024.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.