Global Retirement Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Global Retirement 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
2025 Q4	$3.05M	Sell	28,432 -3,208	-10%	-$345K	0.05%	325
2025 Q3	$3.4M	Hold	31,640	–	–	0.08%	240
2025 Q2	$3.38M	Buy	+31,640	New	+$3.35M	0.08%	214
2024 Q4	$4.19M	Sell	40,184 -90	-0.2%	-$9.46K	0.12%	166
2024 Q3	$4.31M	Sell	40,274 -11,745	-23%	-$1.24M	0.13%	157
2024 Q2	$5.4M	Sell	52,019 -5,123	-9%	-$528K	0.17%	122
2024 Q1	$5.94M	Sell	57,142 -330	-0.6%	-$34.3K	0.22%	101
2023 Q4	$6.01M	Buy	57,472 +57,159	+18,262%	+$5.84M	0.25%	86
2023 Q3	$31.5K	Sell	313 -700	-69%	-$71.6K	﹤0.01%	1467
2023 Q2	$104K	Sell	1,013 -424	-30%	-$44.1K	0.01%	933
2023 Q1	$151K	Buy	+1,437	New	+$149K	0.01%	779

Other funds holding GVI

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Global Retirement Partners's GVI Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 10% in Q4 2025, selling an estimated $345K and leaving 28,432 shares worth $3.05M. The position accounts for 0.05% of the portfolio, ranked #325.

Global Retirement Partners first reported a position in GVI in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.01M in Q4 2023. 286 funds tracked by Wall St. Rank hold GVI as of Q4 2025.

Global Retirement Partners held 28,432 shares of iShares Intermediate Government/Credit Bond ETF worth $3.05M as of Q4 2025.
Global Retirement Partners sold 3,208 iShares Intermediate Government/Credit Bond ETF shares in Q4 2025, an estimated $345K.
iShares Intermediate Government/Credit Bond ETF made up 0.05% of Global Retirement Partners's portfolio in Q4 2025, its #325 holding.
Global Retirement Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2023 and has held it in 11 quarters since.
Global Retirement Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $6.01M in Q4 2023.
286 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.