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

Gateway 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 Q2	–	Sell	-5,650	Closed	-$603K	–	830
2026 Q1	$603K	Buy	+5,650	New	+$606K	0.02%	509
2023 Q4	–	Sell	-40,774	Closed	-$4.13M	–	246
2023 Q3	$4.13M	Buy	40,774 +6,847	+20%	+$700K	0.74%	29
2023 Q2	$3.49M	Buy	33,927 +2,080	+7%	+$216K	0.62%	35
2023 Q1	$3.33M	Buy	31,847 +830	+3%	+$85.9K	0.51%	35
2022 Q4	$3.18M	Buy	+31,017	New	+$3.17M	0.55%	35

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

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

Gateway Wealth Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 5,650 shares — an estimated $603K sold.

Gateway Wealth Partners first reported a position in GVI in Q4 2022 and held it in 5 quarters. The position peaked at $4.13M in Q3 2023. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Gateway Wealth Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 5,650 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $603K.
Gateway Wealth Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2022 and held it in 5 quarters.
Gateway Wealth Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $4.13M in Q3 2023.
270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.