GFPC
GVI icon

Global Financial Private Client’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-137
Closed -$14.5K – 782
2025
Q1 		$14.5K Hold
137
– – 0.01% 505
2024
Q4 		$14.3K Hold
137
– – 0.01% 482
2024
Q3 		$14.7K Hold
137
– – 0.01% 479
2024
Q2 		$14.2K Hold
137
– – 0.01% 413
2024
Q1 		$14.2K Sell
137
-449
-77% -$46.7K 0.01% 426
2023
Q4 		$61.4K Sell
586
-282
-32% -$28.8K 0.03% 279
2023
Q3 		$87.4K Hold
868
– – 0.05% 224
2023
Q2 		$89K Hold
868
– – 0.04% 234
2023
Q1 		$90.9K Sell
868
-144
-14% -$14.9K 0.05% 221
2022
Q4 		$104K Sell
1,012
-552
-35% -$56.4K 0.06% 194
2022
Q3 		$160K Sell
1,564
-186
-11% -$19.5K 0.09% 156
2022
Q2 		$186K Sell
1,750
-1,363
-44% -$145K 0.1% 140
2022
Q1 		$336K Buy
3,113
+1,748
+128% +$194K 0.16% 118
2021
Q4 		$155K Sell
1,365
-490
-26% -$56K 0.08% 157
2021
Q3 		$214K Hold
1,855
– – 0.11% 139
2021
Q2 		$214K Buy
+1,855
New +$214K 0.12% 132

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Global Financial Private Client's GVI Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2025, closing a stake of 137 shares — an estimated $14.5K sold.

Global Financial Private Client first reported a position in GVI in Q2 2021 and held it in 16 quarters. The position peaked at $336K in Q1 2022. 280 funds tracked by Wall St. Rank hold GVI as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 137 iShares Intermediate Government/Credit Bond ETF shares in Q2 2025, an estimated $14.5K.
  • Global Financial Private Client first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2021 and held it in 16 quarters.
  • Global Financial Private Client's iShares Intermediate Government/Credit Bond ETF position peaked at $336K in Q1 2022.
  • 280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.