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EverSource Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

EverSource Wealth 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 		$955 Buy
+9
New +$956 ﹤0.01% 3981
2024
Q1 		– Sell
-65
Closed -$6.82K – 2937
2023
Q4 		$6.82K Sell
65
-83
-56% -$8.48K ﹤0.01% 1731
2023
Q3 		$15K Buy
148
+1
+0.7% +$102 ﹤0.01% 1243
2023
Q2 		$15.1K Buy
+147
New +$15.3K ﹤0.01% 1263

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

EverSource Wealth Advisors's GVI Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026: 9 shares worth $955. The stake represents ﹤0.01% of the portfolio and ranks #3981 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in GVI as recently as Q4 2023.

EverSource Wealth Advisors first reported a position in GVI in Q2 2023 and has held it in 4 quarters since. The position peaked at $15.1K in Q2 2023. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • EverSource Wealth Advisors held 9 shares of iShares Intermediate Government/Credit Bond ETF worth $955 as of Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3981 holding.
  • EverSource Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $15.1K in Q2 2023.
  • 273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.