Corient Private Wealth
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Corient Private Wealth’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Corient Private Wealth’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 		$362K Buy
3,409
+273
+9% +$29K ﹤0.01% 2431
2026
Q1 		$335K Sell
3,136
-440
-12% -$47.2K ﹤0.01% 2261
2025
Q4 		$384K Buy
3,576
+550
+18% +$59.1K ﹤0.01% 2017
2025
Q3 		$325K Sell
3,026
-172
-5% -$18.4K ﹤0.01% 2073
2025
Q2 		$342K Sell
3,198
-862
-21% -$91.2K ﹤0.01% 1923
2025
Q1 		$430K Sell
4,060
-740
-15% -$77.6K ﹤0.01% 1667
2024
Q4 		$500K Buy
4,800
+862
+22% +$90.6K ﹤0.01% 1616
2024
Q3 		$422K Sell
3,938
-251
-6% -$26.6K ﹤0.01% 1837
2024
Q2 		$435K Sell
4,189
-500
-11% -$51.6K ﹤0.01% 1722
2024
Q1 		$488K Buy
4,689
+1,159
+33% +$121K ﹤0.01% 1640
2023
Q4 		$370K Sell
3,530
-295
-8% -$30.1K ﹤0.01% 1768
2023
Q3 		$388K Hold
3,825
– – ﹤0.01% 1626
2023
Q2 		$394K Sell
3,825
-271
-7% -$28.2K ﹤0.01% 1576
2023
Q1 		$428K Buy
+4,096
New +$424K ﹤0.01% 1450

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

Corient Private Wealth's GVI Position: Q2 2026 in Review

Corient Private Wealth increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 8.7% in Q2 2026, buying an estimated $29K and bringing the position to 3,409 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

Corient Private Wealth first reported a position in GVI in Q1 2023 and has held it in 14 quarters since. The position peaked at $500K in Q4 2024. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Corient Private Wealth held 3,409 shares of iShares Intermediate Government/Credit Bond ETF worth $362K as of Q2 2026.
  • Corient Private Wealth bought 273 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $29K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2431 holding.
  • Corient Private Wealth first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Intermediate Government/Credit Bond ETF position peaked at $500K in Q4 2024.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.