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Dynamic Advisor Solutions’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-3,120
Closed -$335K – 966
2025
Q3 		$335K Hold
3,120
– – 0.01% 742
2025
Q2 		$333K Hold
3,120
– – 0.01% 710
2025
Q1 		$331K Hold
3,120
– – 0.01% 676
2024
Q4 		$325K Hold
3,120
– – 0.01% 510
2024
Q3 		$334K Hold
3,120
– – 0.01% 720
2024
Q2 		$324K Hold
3,120
– – 0.01% 741
2024
Q1 		$324K Hold
3,120
– – 0.01% 735
2023
Q4 		$325K Buy
3,120
+725
+30% +$74.1K 0.01% 689
2023
Q3 		$243K Hold
2,395
– – 0.01% 721
2023
Q2 		$246K Buy
+2,395
New +$249K 0.01% 683

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 $109B AUM 21.36% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Dynamic Advisor Solutions's GVI Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2025, closing a stake of 3,120 shares — an estimated $335K sold.

Dynamic Advisor Solutions first reported a position in GVI in Q2 2023 and held it in 10 quarters. The position peaked at $335K in Q3 2025. 286 funds tracked by Wall St. Rank hold GVI as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,120 iShares Intermediate Government/Credit Bond ETF shares in Q4 2025, an estimated $335K.
  • Dynamic Advisor Solutions first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2023 and held it in 10 quarters.
  • Dynamic Advisor Solutions's iShares Intermediate Government/Credit Bond ETF position peaked at $335K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.