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HB Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

HB Wealth Management’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
Q3 		– Sell
-2,450
Closed -$262K – 1354
2025
Q2 		$262K Buy
+2,450
New +$259K ﹤0.01% 993

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fifth Third Bancorp
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

HB Wealth Management's GVI Position: Q3 2025 in Review

HB Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2025, closing a stake of 2,450 shares — an estimated $262K sold.

HB Wealth Management first reported a position in GVI in Q2 2025 and held it in 1 quarter. The position peaked at $262K in Q2 2025. 264 funds tracked by Wall St. Rank hold GVI as of Q3 2025.

  • HB Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2025 after selling out during the quarter.
  • HB Wealth Management sold 2,450 iShares Intermediate Government/Credit Bond ETF shares in Q3 2025, an estimated $262K.
  • HB Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2025 and held it in 1 quarter.
  • HB Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $262K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2025.

Based on HB Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.