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Garton & Associates Financial Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-15
Closed -$1.61K – 365
2025
Q4 		$1.61K Buy
+15
New +$1.61K ﹤0.01% 1108

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Garton & Associates Financial Advisors's GVI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2026, closing a stake of 15 shares — an estimated $1.61K sold.

Garton & Associates Financial Advisors first reported a position in GVI in Q4 2025 and held it in 1 quarter. The position peaked at $1.61K in Q4 2025. 280 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 15 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $1.61K.
  • Garton & Associates Financial Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $1.61K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.