GM Advisory Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

GM Advisory Group’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	$509K	Hold	4,771	–	–	0.02%	229
2025 Q4	$512K	Hold	4,771	–	–	0.02%	213
2025 Q3	$513K	Hold	4,771	–	–	0.02%	191
2025 Q2	$509K	Buy	+4,771	New	+$505K	0.03%	193

Other funds holding GVI

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 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

GM Advisory Group's GVI Position: Q1 2026 in Review

GM Advisory Group held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q1 2026 at 4,771 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #229.

GM Advisory Group first reported a position in GVI in Q2 2025 and has held it in 4 quarters since. The position peaked at $513K in Q3 2025. 281 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

GM Advisory Group held 4,771 shares of iShares Intermediate Government/Credit Bond ETF worth $509K as of Q1 2026.
GM Advisory Group left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q1 2026.
iShares Intermediate Government/Credit Bond ETF made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #229 holding.
GM Advisory Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2025 and has held it in 4 quarters since.
GM Advisory Group's iShares Intermediate Government/Credit Bond ETF position peaked at $513K in Q3 2025.
281 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.