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 Q2	$2.04M	Buy	19,231 +1,675	+10%	+$178K	﹤0.01%	1347
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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Focus Partners Wealth's GVI Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 9.5% in Q2 2026, buying an estimated $178K and bringing the position to 19,231 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Focus Partners Wealth first reported a position in GVI in Q4 2023 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Focus Partners Wealth held 19,231 shares of iShares Intermediate Government/Credit Bond ETF worth $2.04M as of Q2 2026.
Focus Partners Wealth bought 1,675 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $178K.
iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1347 holding.
Focus Partners Wealth first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and has held it in 9 quarters since.
273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.