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

Empirical 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
2026
Q2 		$204K Buy
1,922
+5
+0.3% +$531 ﹤0.01% 1014
2026
Q1 		$205K Buy
1,917
+3
+0.2% +$322 ﹤0.01% 941
2025
Q4 		$205K Buy
1,914
+7
+0.4% +$753 ﹤0.01% 860
2025
Q3 		$205K Buy
1,907
+5
+0.3% +$534 ﹤0.01% 754
2025
Q2 		$203K Sell
1,902
-50
-3% -$5.29K ﹤0.01% 653
2025
Q1 		$207K Buy
1,952
+4
+0.2% +$420 0.01% 601
2024
Q4 		$203K Buy
1,948
+7
+0.4% +$736 0.01% 580
2024
Q3 		$208K Buy
1,941
+5
+0.3% +$529 0.01% 541
2024
Q2 		$201K Buy
1,936
+4
+0.2% +$412 0.01% 538
2024
Q1 		$201K Buy
1,932
+4
+0.2% +$416 0.01% 514
2023
Q4 		$202K Sell
1,928
-919
-32% -$93.9K 0.01% 473
2023
Q3 		$289K Buy
2,847
+4
+0.1% +$409 0.01% 378
2023
Q2 		$293K Buy
2,843
+3
+0.1% +$312 0.01% 373
2023
Q1 		$297K Sell
2,840
-432
-13% -$44.7K 0.01% 393
2022
Q4 		$335K Buy
+3,272
New +$334K 0.02% 366

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

Empirical Wealth Management's GVI Position: Q2 2026 in Review

Empirical Wealth Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.26% in Q2 2026, buying an estimated $531 and bringing the position to 1,922 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Empirical Wealth Management first reported a position in GVI in Q4 2022 and has held it in 15 quarters since. The position peaked at $335K in Q4 2022. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Empirical Wealth Management held 1,922 shares of iShares Intermediate Government/Credit Bond ETF worth $204K as of Q2 2026.
  • Empirical Wealth Management bought 5 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $531.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1014 holding.
  • Empirical Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Empirical Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $335K in Q4 2022.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.