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Golden State Equity Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Golden State Equity 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
-502
Closed -$53.6K – 912
2026
Q1 		$53.6K Buy
+502
New +$53.8K ﹤0.01% 882

Other funds holding GVI

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
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

Golden State Equity Partners's GVI Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 502 shares — an estimated $53.6K sold.

Golden State Equity Partners first reported a position in GVI in Q1 2026 and held it in 1 quarter. The position peaked at $53.6K in Q1 2026. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 502 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $53.6K.
  • Golden State Equity Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $53.6K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.