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

Evoke 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 		– Sell
-2,113
Closed -$225K – 272
2026
Q1 		$225K Buy
+2,113
New +$227K ﹤0.01% 625

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

Evoke Wealth's GVI Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 2,113 shares — an estimated $225K sold.

Evoke Wealth first reported a position in GVI in Q1 2026 and held it in 1 quarter. The position peaked at $225K in Q1 2026. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,113 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $225K.
  • Evoke Wealth first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2026 and held it in 1 quarter.
  • Evoke Wealth's iShares Intermediate Government/Credit Bond ETF position peaked at $225K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.