Jones Financial Companies
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Jones Financial Companies’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Jones Financial Companies’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 		$540K Sell
5,081
-499
-9% -$53K ﹤0.01% 2186
2026
Q1 		$592K Buy
5,580
+1,110
+25% +$119K ﹤0.01% 1957
2025
Q4 		$480K Buy
4,470
+613
+16% +$65.9K ﹤0.01% 1532
2025
Q3 		$414K Buy
3,857
+2,294
+147% +$245K ﹤0.01% 1473
2025
Q2 		$167K Buy
1,563
+668
+75% +$70.7K ﹤0.01% 1729
2025
Q1 		$94.8K Sell
895
-109
-11% -$11.4K ﹤0.01% 1796
2024
Q4 		$105K Hold
1,004
– – ﹤0.01% 1608
2024
Q3 		$108K Buy
1,004
+204
+26% +$21.6K ﹤0.01% 1371
2024
Q2 		$83K Buy
+800
New +$82.5K ﹤0.01% 1103
2023
Q1 		– Sell
-170
Closed -$17K – 649
2022
Q4 		$17K Buy
+170
New +$17.4K ﹤0.01% 435

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

Jones Financial Companies's GVI Position: Q2 2026 in Review

Jones Financial Companies reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 8.9% in Q2 2026, selling an estimated $53K and leaving 5,081 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

Jones Financial Companies first reported a position in GVI in Q4 2022 and has held it in 10 quarters since. The position peaked at $592K in Q1 2026. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Jones Financial Companies held 5,081 shares of iShares Intermediate Government/Credit Bond ETF worth $540K as of Q2 2026.
  • Jones Financial Companies sold 499 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $53K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2186 holding.
  • Jones Financial Companies first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2022 and has held it in 10 quarters since.
  • Jones Financial Companies's iShares Intermediate Government/Credit Bond ETF position peaked at $592K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.