Janney Montgomery Scott
GVI icon

Janney Montgomery Scott’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Janney Montgomery Scott’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 		$659K Buy
6,210
+160
+3% +$17K ﹤0.01% 2201
2026
Q1 		$645K Buy
6,050
+1,444
+31% +$155K ﹤0.01% 1894
2025
Q4 		$494K Buy
+4,606
New +$495K ﹤0.01% 2196
2023
Q4 		– Sell
-2,232
Closed -$226K – 2687
2023
Q3 		$226K Buy
2,232
+283
+15% +$28.9K ﹤0.01% 2313
2023
Q2 		$201K Buy
+1,949
New +$203K ﹤0.01% 2458
2017
Q2 		– Sell
-2,195
Closed -$242K – 1766
2017
Q1 		$242K Sell
2,195
-627
-22% -$68.9K ﹤0.01% 1522
2016
Q4 		$310K Sell
2,822
-249
-8% -$27.6K ﹤0.01% 1308
2016
Q3 		$347K Sell
3,071
-3,939
-56% -$445K 0.01% 1124
2016
Q2 		$794K Buy
7,010
+3,399
+94% +$381K 0.02% 431
2016
Q1 		$405K Sell
3,611
-5,484
-60% -$608K 0.01% 853
2015
Q4 		$997K Buy
9,095
+2,514
+38% +$278K 0.03% 553
2015
Q3 		$731K Sell
6,581
-1,804
-22% -$200K 0.02% 654
2015
Q2 		$927K Buy
8,385
+58
+0.7% +$6.45K 0.02% 828
2015
Q1 		$931K Sell
8,327
-1,395
-14% -$156K 0.02% 934
2014
Q4 		$1.08M Buy
9,722
+16
+0.2% +$1.77K 0.02% 837
2014
Q3 		$1.07M Buy
9,706
+494
+5% +$54.6K 0.02% 806
2014
Q2 		$1.02M Buy
9,212
+163
+2% +$18K 0.02% 811
2014
Q1 		$995K Buy
9,049
+1,278
+16% +$141K 0.02% 754
2013
Q4 		$850K Buy
7,771
+1,055
+16% +$116K 0.02% 798
2013
Q3 		$739K Buy
+6,716
New +$736K 0.02% 788

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

Janney Montgomery Scott's GVI Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 2.6% in Q2 2026, buying an estimated $17K and bringing the position to 6,210 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Janney Montgomery Scott first reported a position in GVI in Q3 2013 and has held it in 20 quarters since. The position peaked at $1.08M in Q4 2014. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Janney Montgomery Scott held 6,210 shares of iShares Intermediate Government/Credit Bond ETF worth $659K as of Q2 2026.
  • Janney Montgomery Scott bought 160 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $17K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2201 holding.
  • Janney Montgomery Scott first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2013 and has held it in 20 quarters since.
  • Janney Montgomery Scott's iShares Intermediate Government/Credit Bond ETF position peaked at $1.08M in Q4 2014.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.