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Keystone Financial Group (Georgia)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Keystone Financial Group (Georgia)’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
2025
Q3 		– Sell
-691
Closed -$73.4K – 136
2025
Q2 		$73.4K Buy
691
+380
+122% +$40.2K 0.05% 79
2025
Q1 		$32.9K Buy
+311
New +$32.6K 0.02% 100

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

Keystone Financial Group (Georgia)'s GVI Position: Q3 2025 in Review

Keystone Financial Group (Georgia) sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2025, closing a stake of 691 shares — an estimated $73.4K sold.

Keystone Financial Group (Georgia) first reported a position in GVI in Q1 2025 and held it in 2 quarters. The position peaked at $73.4K in Q2 2025. 266 funds tracked by Wall St. Rank hold GVI as of Q3 2025.

  • Keystone Financial Group (Georgia) reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 691 iShares Intermediate Government/Credit Bond ETF shares in Q3 2025, an estimated $73.4K.
  • Keystone Financial Group (Georgia) first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2025 and held it in 2 quarters.
  • Keystone Financial Group (Georgia)'s iShares Intermediate Government/Credit Bond ETF position peaked at $73.4K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2025, filed 20 Oct 2025.