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Heritage Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Heritage Wealth Advisors’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 		$10.2K Hold
95
– – ﹤0.01% 521
2025
Q4 		$10.2K Buy
95
+1
+1% +$108 ﹤0.01% 452
2025
Q3 		$10.1K Buy
94
+1
+1% +$107 ﹤0.01% 425
2025
Q2 		$9.9K Buy
93
+1
+1% +$106 ﹤0.01% 421
2025
Q1 		$9.75K Buy
92
+1
+1% +$105 ﹤0.01% 420
2024
Q4 		$9.53K Buy
91
+1
+1% +$105 ﹤0.01% 445
2024
Q3 		$9.68K Hold
90
– – ﹤0.01% 444
2024
Q2 		$9.3K Buy
90
+1
+1% +$103 ﹤0.01% 427
2024
Q1 		$9.24K Buy
89
+1
+1% +$104 ﹤0.01% 442
2023
Q4 		$9.26K Buy
88
+1
+1% +$102 ﹤0.01% 454
2023
Q3 		$8.87K Hold
87
– – ﹤0.01% 414
2023
Q2 		$8.94K Buy
87
+1
+1% +$104 ﹤0.01% 440
2023
Q1 		$9.02K Sell
86
-20
-19% -$2.07K ﹤0.01% 448
2022
Q4 		$10.9K Buy
106
+21
+25% +$2.15K ﹤0.01% 446
2022
Q3 		$8.68K Hold
85
– – ﹤0.01% 432
2022
Q2 		$9K Sell
85
-1,526
-95% -$162K ﹤0.01% 472
2022
Q1 		$175K Buy
1,611
+1
+0.1% +$111 0.01% 205
2021
Q4 		$183K Hold
1,610
– – 0.01% 210
2021
Q3 		$185K Hold
1,610
– – 0.01% 202
2021
Q2 		$186K Buy
1,610
+1
+0.1% +$115 0.01% 208
2021
Q1 		$185K Sell
1,609
-1,203
-43% -$140K 0.01% 212
2020
Q4 		$331K Sell
2,812
-372
-12% -$43.7K 0.02% 161
2020
Q3 		$375K Sell
3,184
-652
-17% -$76.9K 0.05% 110
2020
Q2 		$452K Sell
3,836
-399
-9% -$46.5K 0.06% 91
2020
Q1 		$486K Sell
4,235
-47
-1% -$5.35K 0.09% 81
2019
Q4 		$482K Sell
4,282
-88
-2% -$9.94K 0.06% 103
2019
Q3 		$494K Buy
4,370
+174
+4% +$19.6K 0.07% 98
2019
Q2 		$471K Sell
4,196
-358
-8% -$39.6K 0.07% 95
2019
Q1 		$502K Sell
4,554
-382
-8% -$41.6K 0.08% 81
2018
Q4 		$534K Sell
4,936
-1,032
-17% -$111K 0.1% 71
2018
Q3 		$640K Hold
5,968
– – 0.13% 66
2018
Q2 		$643K Buy
5,968
+36
+0.6% +$3.87K 0.24% 59
2018
Q1 		$640K Sell
5,932
-73
-1% -$7.92K 0.27% 56
2017
Q4 		$660K Sell
6,005
-315
-5% -$34.7K 0.28% 56
2017
Q3 		$702K Sell
6,320
-477
-7% -$53K 0.35% 51
2017
Q2 		$754K Sell
6,797
-86
-1% -$9.53K 0.39% 53
2017
Q1 		$758K Sell
6,883
-4,347
-39% -$478K 0.41% 47
2016
Q4 		$1.23M Buy
11,230
+8,209
+272% +$911K 0.81% 24
2016
Q3 		$342K Buy
+3,021
New +$341K 0.24% 58

Other funds holding GVI

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Heritage Wealth Advisors's GVI Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q1 2026 at 95 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Heritage Wealth Advisors first reported a position in GVI in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.23M in Q4 2016. 276 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Heritage Wealth Advisors held 95 shares of iShares Intermediate Government/Credit Bond ETF worth $10.2K as of Q1 2026.
  • Heritage Wealth Advisors left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q1 2026.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #521 holding.
  • Heritage Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2016 and has held it in 39 quarters since.
  • Heritage Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $1.23M in Q4 2016.
  • 276 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.