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Congress Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Congress 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
2025
Q2 		$5.11M Buy
47,822
+5,746
+14% +$608K 0.05% 379
2025
Q1 		$4.46M Sell
42,076
-1,204
-3% -$126K 0.05% 346
2024
Q4 		$4.51M Buy
43,280
+7,617
+21% +$800K 0.06% 299
2024
Q3 		$3.82M Buy
35,663
+557
+2% +$59K 0.05% 332
2024
Q2 		$3.64M Buy
35,106
+1,350
+4% +$139K 0.06% 288
2024
Q1 		$3.51M Sell
33,756
-732
-2% -$76.1K 0.06% 262
2023
Q4 		$3.61M Buy
34,488
+5,432
+19% +$555K 0.07% 253
2023
Q3 		$2.94M Sell
29,056
-22,211
-43% -$2.27M 0.06% 266
2023
Q2 		$5.28M Buy
51,267
+22,389
+78% +$2.33M 0.12% 184
2023
Q1 		$3.02M Sell
28,878
-29,513
-51% -$3.06M 0.07% 232
2022
Q4 		$5.98M Buy
58,391
+28,540
+96% +$2.92M 0.15% 171
2022
Q3 		$3.04M Buy
29,851
+763
+3% +$80.1K 0.08% 232
2022
Q2 		$3.07M Sell
29,088
-620
-2% -$65.8K 0.08% 238
2022
Q1 		$3.23M Sell
29,708
-14,498
-33% -$1.61M 0.07% 259
2021
Q4 		$5.03M Buy
+44,206
New +$5.05M 0.1% 221

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Congress Wealth Management's GVI Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 14% in Q2 2025, buying an estimated $608K and bringing the position to 47,822 shares worth $5.11M. The position accounts for 0.05% of the portfolio, ranked #379.

Congress Wealth Management first reported a position in GVI in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.98M in Q4 2022. 280 funds tracked by Wall St. Rank hold GVI as of Q2 2025.

  • Congress Wealth Management held 47,822 shares of iShares Intermediate Government/Credit Bond ETF worth $5.11M as of Q2 2025.
  • Congress Wealth Management bought 5,746 iShares Intermediate Government/Credit Bond ETF shares in Q2 2025, an estimated $608K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #379 holding.
  • Congress Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $5.98M in Q4 2022.
  • 280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.