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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 		$949K Sell
8,942
-1,170
-12% -$124K 0.01% 1237
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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 22.9% 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

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

Integrated Wealth Concepts reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 12% in Q2 2026, selling an estimated $124K and leaving 8,942 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #1237.

Integrated Wealth Concepts first reported a position in GVI in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.08M in Q1 2026. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Integrated Wealth Concepts held 8,942 shares of iShares Intermediate Government/Credit Bond ETF worth $949K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,170 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $124K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1237 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.
  • Integrated Wealth Concepts's iShares Intermediate Government/Credit Bond ETF position peaked at $1.08M in Q1 2026.
  • 273 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.