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Kestra Advisory Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,343
Closed -$144K – 3650
2025
Q4 		$144K Buy
+1,343
New +$144K ﹤0.01% 3155
2024
Q4 		– Sell
-8,771
Closed -$939K – 2729
2024
Q3 		$939K Sell
8,771
-6,656
-43% -$704K 0.01% 1364
2024
Q2 		$1.54M Buy
15,427
+3,048
+25% +$314K 0.01% 1103
2024
Q1 		$1.29M Buy
12,379
+1,477
+14% +$154K 0.01% 1095
2023
Q4 		$1.14M Sell
10,902
-95
-0.9% -$9.71K 0.01% 1052
2023
Q3 		$1.11M Buy
10,997
+137
+1% +$14K 0.01% 939
2023
Q2 		$1.12M Buy
10,860
+160
+1% +$16.6K 0.01% 937
2023
Q1 		$1.12M Sell
10,700
-25,491
-70% -$2.64M 0.01% 885
2022
Q4 		$3.71M Buy
36,191
+22,399
+162% +$2.29M 0.03% 524
2022
Q3 		$1.4M Sell
13,792
-10,194
-42% -$1.07M 0.02% 815
2022
Q2 		$2.53M Sell
23,986
-13,075
-35% -$1.39M 0.03% 583
2022
Q1 		$4.02M Buy
37,061
+9,472
+34% +$1.05M 0.04% 432
2021
Q4 		$3.14M Buy
27,589
+9,355
+51% +$1.07M 0.03% 525
2021
Q3 		$2.1M Buy
18,234
+3,282
+22% +$380K 0.02% 687
2021
Q2 		$1.73M Buy
14,952
+1,261
+9% +$146K 0.02% 701
2021
Q1 		$1.57M Buy
13,691
+3,355
+32% +$390K 0.02% 675
2020
Q4 		$1.22M Buy
10,336
+10,221
+8,888% +$1.2M 0.01% 774
2020
Q3 		$907K Buy
+115
New +$13.6K 0.02% 657

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Kestra Advisory Services's GVI Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2026, closing a stake of 1,343 shares — an estimated $144K sold.

Kestra Advisory Services first reported a position in GVI in Q3 2020 and held it in 18 quarters. The position peaked at $4.02M in Q1 2022. 280 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,343 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $144K.
  • Kestra Advisory Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2020 and held it in 18 quarters.
  • Kestra Advisory Services's iShares Intermediate Government/Credit Bond ETF position peaked at $4.02M in Q1 2022.
  • 280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.