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Choate Investment Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Choate Investment Advisors’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 		$240M Buy
2,259,954
+54,767
+2% +$5.82M 4.21% 4
2026
Q1 		$235M Buy
2,205,187
+107,675
+5% +$11.6M 4.6% 2
2025
Q4 		$225M Buy
2,097,512
+214,866
+11% +$23.1M 4.42% 3
2025
Q3 		$202M Buy
+1,882,646
New +$201M 4.18% 3

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 $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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Choate Investment Advisors's GVI Position: Q2 2026 in Review

Choate Investment Advisors increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 2.5% in Q2 2026, buying an estimated $5.82M and bringing the position to 2,259,954 shares worth $240M. The position accounts for 4.21% of the portfolio, ranked #4.

Choate Investment Advisors first reported a position in GVI in Q3 2025 and has held it in 4 quarters since. 272 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Choate Investment Advisors held 2,259,954 shares of iShares Intermediate Government/Credit Bond ETF worth $240M as of Q2 2026.
  • Choate Investment Advisors bought 54,767 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $5.82M.
  • iShares Intermediate Government/Credit Bond ETF made up 4.21% of Choate Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Choate Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.