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

JFS 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 Q2	$43.3K	Hold	408	–	–	﹤0.01%	581
2026 Q1	$43.5K	Sell	408 -322	-44%	-$34.5K	﹤0.01%	556
2025 Q4	$78.4K	Hold	730	–	–	﹤0.01%	449
2025 Q3	$78.4K	Hold	730	–	–	﹤0.01%	438
2025 Q2	$78K	Hold	730	–	–	0.01%	406
2025 Q1	$77.4K	Hold	730	–	–	0.01%	399
2024 Q4	$76.1K	Hold	730	–	–	0.01%	392
2024 Q3	$78.2K	Hold	730	–	–	0.01%	397
2024 Q2	$75.7K	Hold	730	–	–	0.01%	360
2024 Q1	$75.9K	Hold	730	–	–	0.01%	365
2023 Q4	$76.5K	Hold	730	–	–	0.01%	350
2023 Q3	$74K	Hold	730	–	–	0.01%	322
2023 Q2	$75.1K	Sell	730 -863	-54%	-$89.8K	0.01%	317
2023 Q1	$166K	Hold	1,593	–	–	0.02%	232
2022 Q4	$163K	Hold	1,593	–	–	0.02%	231
2022 Q3	$162K	Hold	1,593	–	–	0.02%	237
2022 Q2	$168K	Buy	1,593 +863	+118%	+$91.6K	0.02%	234
2022 Q1	$79K	Hold	730	–	–	0.01%	335
2021 Q4	$83K	Hold	730	–	–	0.01%	342
2021 Q3	$84K	Buy	+730	New	+$84.6K	0.01%	342

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

JFS Wealth Advisors's GVI Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 408 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

JFS Wealth Advisors first reported a position in GVI in Q3 2021 and has held it in 20 quarters since. The position peaked at $168K in Q2 2022. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

JFS Wealth Advisors held 408 shares of iShares Intermediate Government/Credit Bond ETF worth $43.3K as of Q2 2026.
JFS Wealth Advisors left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q2 2026.
iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #581 holding.
JFS Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $168K in Q2 2022.
271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.