Integrated Wealth Concepts’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Integrated Wealth Concepts’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	$1.73M	Buy	16,317 +6,205	+61%	+$659K	0.01%	1030
2026 Q1	$1.08M	Buy	10,112 +690	+7%	+$74K	0.01%	1062
2025 Q4	$1.01M	Buy	9,422 +884	+10%	+$95K	0.01%	768
2025 Q3	$917K	Buy	8,538 +2,457	+40%	+$262K	0.01%	1026
2025 Q2	$649K	Buy	6,081 +646	+12%	+$68.3K	0.01%	1133
2025 Q1	$576K	Buy	5,435 +1,207	+29%	+$127K	0.01%	1084
2024 Q4	$441K	Buy	4,228 +318	+8%	+$33.4K	0.01%	1182
2024 Q3	$419K	Buy	3,910 +1,497	+62%	+$158K	0.01%	1167
2024 Q2	$250K	Buy	+2,413	New	+$249K	﹤0.01%	1421
2021 Q4	–	Sell	-1,772	Closed	-$204K	–	1003
2021 Q3	$204K	Hold	1,772	–	–	0.01%	897
2021 Q2	$205K	Buy	+1,772	New	+$205K	0.01%	767

Other funds holding GVI

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Integrated Wealth Concepts's GVI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 61% in Q2 2026, buying an estimated $659K and bringing the position to 16,317 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #1030.

Integrated Wealth Concepts first reported a position in GVI in Q2 2021 and has held it in 11 quarters since. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Integrated Wealth Concepts held 16,317 shares of iShares Intermediate Government/Credit Bond ETF worth $1.73M as of Q2 2026.
Integrated Wealth Concepts bought 6,205 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $659K.
iShares Intermediate Government/Credit Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1030 holding.
Integrated Wealth Concepts first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2021 and has held it in 11 quarters since.
271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.