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

Cerity 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 		$1.39M Sell
13,069
-6,078
-32% -$646K ﹤0.01% 1789
2026
Q1 		$2.04M Sell
19,147
-12,146
-39% -$1.3M ﹤0.01% 1475
2025
Q4 		$3.36M Buy
+31,293
New +$3.36M ﹤0.01% 1113
2025
Q2 		– Sell
-2,844
Closed -$302K – 2695
2025
Q1 		$302K Sell
2,844
-12,474
-81% -$1.31M ﹤0.01% 2013
2024
Q4 		$1.6M Sell
15,318
-9,609
-39% -$1.01M ﹤0.01% 1208
2024
Q3 		$2.67M Sell
24,927
-1,811
-7% -$192K 0.01% 961
2024
Q2 		$2.77M Sell
26,738
-14,879
-36% -$1.53M 0.01% 790
2024
Q1 		$4.33M Sell
41,617
-31,148
-43% -$3.24M 0.01% 686
2023
Q4 		$7.62M Buy
72,765
+66,756
+1,111% +$6.82M 0.03% 425
2023
Q3 		$609K Sell
6,009
-292,043
-98% -$29.9M ﹤0.01% 908
2023
Q2 		$30.7M Buy
298,052
+13,155
+5% +$1.37M 0.12% 170
2023
Q1 		$29.8M Buy
284,897
+16,472
+6% +$1.71M 0.07% 190
2022
Q4 		$27.5M Buy
268,425
+42,738
+19% +$4.37M 0.18% 128
2022
Q3 		$22.9M Buy
225,687
+20,046
+10% +$2.1M 0.28% 72
2022
Q2 		$21.7M Sell
205,641
-10,170
-5% -$1.08M 0.24% 88
2022
Q1 		$23.4M Sell
215,811
-315
-0.1% -$35K 0.36% 61
2021
Q4 		$24.6M Sell
216,126
-382
-0.2% -$43.7K 0.37% 56
2021
Q3 		$24.9M Buy
216,508
+14,399
+7% +$1.67M 0.55% 38
2021
Q2 		$23.4M Buy
202,109
+32,519
+19% +$3.75M 0.51% 42
2021
Q1 		$19.5M Buy
169,590
+7,644
+5% +$889K 0.46% 46
2020
Q4 		$19.1M Buy
+161,946
New +$19M 0.61% 33

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

Cerity Partners's GVI Position: Q2 2026 in Review

Cerity Partners reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 32% in Q2 2026, selling an estimated $646K and leaving 13,069 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Cerity Partners first reported a position in GVI in Q4 2020 and has held it in 21 quarters since. The position peaked at $30.7M in Q2 2023. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Cerity Partners held 13,069 shares of iShares Intermediate Government/Credit Bond ETF worth $1.39M as of Q2 2026.
  • Cerity Partners sold 6,078 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $646K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1789 holding.
  • Cerity Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Cerity Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $30.7M in Q2 2023.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.