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

FAS Wealth Partners’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
Q1 		– Sell
-626
Closed -$67.2K – 526
2025
Q4 		$67.2K Hold
626
– – ﹤0.01% 385
2025
Q3 		$67.3K Buy
+626
New +$66.9K ﹤0.01% 364
2024
Q4 		– Sell
-775
Closed -$83K – 442
2024
Q3 		$83K Sell
775
-1
-0.1% -$106 0.01% 331
2024
Q2 		$80.5K Buy
776
+14
+2% +$1.44K 0.01% 320
2024
Q1 		$79.2K Sell
762
-749
-50% -$77.9K 0.01% 327
2023
Q4 		$158K Buy
1,511
+758
+101% +$77.4K 0.02% 291
2023
Q3 		$76.3K Buy
+753
New +$77K 0.01% 313
2021
Q3 		– Sell
-310
Closed -$36K – 400
2021
Q2 		$36K Hold
310
– – ﹤0.01% 330
2021
Q1 		$36K Hold
310
– – ﹤0.01% 305
2020
Q4 		$36K Sell
310
-316
-50% -$37.1K ﹤0.01% 295
2020
Q3 		$74K Hold
626
– – 0.01% 263
2020
Q2 		$74K Sell
626
-2,074
-77% -$242K 0.01% 251
2020
Q1 		$310K Hold
2,700
– – 0.05% 168
2019
Q4 		$304K Sell
2,700
-346
-11% -$39.1K 0.05% 167
2019
Q3 		$345K Sell
3,046
-337
-10% -$38K 0.06% 154
2019
Q2 		$380K Sell
3,383
-2,013
-37% -$223K 0.07% 148
2019
Q1 		$595K Sell
5,396
-1,931
-26% -$210K 0.12% 116
2018
Q4 		$793K Sell
7,327
-6,116
-45% -$655K 0.18% 90
2018
Q3 		$1.44M Sell
13,443
-556
-4% -$59.8K 0.33% 56
2018
Q2 		$1.51M Sell
13,999
-5,382
-28% -$579K 0.41% 52
2018
Q1 		$2.1M Sell
19,381
-11,158
-37% -$1.21M 0.61% 37
2017
Q4 		$3.35M Sell
30,539
-4,344
-12% -$479K 0.88% 24
2017
Q3 		$3.87M Sell
34,883
-4,431
-11% -$492K 1.08% 22
2017
Q2 		$4.35M Sell
39,314
-12,209
-24% -$1.35M 1.3% 16
2017
Q1 		$5.68M Sell
51,523
-260,410
-83% -$28.6M 1.75% 11
2016
Q4 		$34.3M Sell
311,933
-219
-0.1% -$24.3K 10.16% 3
2016
Q3 		$35.2M Buy
312,152
+24,762
+9% +$2.8M 11.53% 3
2016
Q2 		$32.6M Buy
+287,390
New +$32.2M 12.03% 3

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

FAS Wealth Partners's GVI Position: Q1 2026 in Review

FAS Wealth Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2026, closing a stake of 626 shares — an estimated $67.2K sold.

FAS Wealth Partners first reported a position in GVI in Q2 2016 and held it in 28 quarters. The position peaked at $35.2M in Q3 2016. 277 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • FAS Wealth Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2026 after selling out during the quarter.
  • FAS Wealth Partners sold 626 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $67.2K.
  • FAS Wealth Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2016 and held it in 28 quarters.
  • FAS Wealth Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $35.2M in Q3 2016.
  • 277 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.