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

Focus Partners 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
Q1 		$1.87M Buy
17,556
+592
+3% +$63.5K ﹤0.01% 1340
2025
Q4 		$1.82M Buy
16,964
+5,512
+48% +$593K ﹤0.01% 1368
2025
Q3 		$1.23M Sell
11,452
-1,340
-10% -$143K ﹤0.01% 1203
2025
Q2 		$1.37M Sell
12,792
-522
-4% -$55.2K ﹤0.01% 1019
2025
Q1 		$1.41M Sell
13,314
-552
-4% -$57.9K ﹤0.01% 951
2024
Q4 		$1.45M Buy
13,866
+1,555
+13% +$163K ﹤0.01% 951
2024
Q3 		$1.32M Buy
+12,311
New +$1.3M ﹤0.01% 880
2024
Q1 		– Sell
-7,851
Closed -$822K – 990
2023
Q4 		$822K Buy
+7,851
New +$802K 0.01% 486

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

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

Focus Partners Wealth increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 3.5% in Q1 2026, buying an estimated $63.5K and bringing the position to 17,556 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Focus Partners Wealth first reported a position in GVI in Q4 2023 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Focus Partners Wealth held 17,556 shares of iShares Intermediate Government/Credit Bond ETF worth $1.87M as of Q1 2026.
  • Focus Partners Wealth bought 592 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $63.5K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1340 holding.
  • Focus Partners Wealth first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.