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J.W. Cole Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

J.W. Cole 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
Q2 		$621K Buy
+5,849
New +$621K 0.01% 937
2026
Q1 		– Sell
-5,794
Closed -$614K – 1045
2025
Q4 		$614K Sell
5,794
-78
-1% -$8.39K 0.01% 820
2025
Q3 		$631K Buy
5,872
+2,719
+86% +$290K 0.01% 907
2025
Q2 		$337K Buy
+3,153
New +$333K 0.01% 1085

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

J.W. Cole Advisors's GVI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026: 5,849 shares worth $621K. The stake represents 0.01% of the portfolio and ranks #937 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in GVI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in GVI in Q2 2025 and has held it in 4 quarters since. The position peaked at $631K in Q3 2025. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • J.W. Cole Advisors held 5,849 shares of iShares Intermediate Government/Credit Bond ETF worth $621K as of Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #937 holding.
  • J.W. Cole Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • J.W. Cole Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $631K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.