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Glassman Wealth Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Glassman Wealth Services’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
-254
Closed -$27.3K – 190
2025
Q4 		$27.3K Hold
254
– – ﹤0.01% 143
2025
Q3 		$27.3K Sell
254
-782
-75% -$83.5K ﹤0.01% 128
2025
Q2 		$111K Buy
+1,036
New +$110K 0.02% 90

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

Glassman Wealth Services's GVI Position: Q1 2026 in Review

Glassman Wealth Services sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2026, closing a stake of 254 shares — an estimated $27.3K sold.

Glassman Wealth Services first reported a position in GVI in Q2 2025 and held it in 3 quarters. The position peaked at $111K in Q2 2025. 280 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Glassman Wealth Services reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Glassman Wealth Services sold 254 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $27.3K.
  • Glassman Wealth Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2025 and held it in 3 quarters.
  • Glassman Wealth Services's iShares Intermediate Government/Credit Bond ETF position peaked at $111K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Glassman Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.