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Legacy Investment Solutions’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Legacy Investment Solutions’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
Q2 		$1.82K Buy
+17
New +$1.8K ﹤0.01% 528
2024
Q4 		$1.78K Hold
17
– – ﹤0.01% 513
2024
Q3 		$1.78K Buy
+17
New +$1.8K ﹤0.01% 491

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Legacy Investment Solutions's GVI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2025: 17 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in GVI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in GVI in Q3 2024 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold GVI as of Q2 2025.

  • Legacy Investment Solutions held 17 shares of iShares Intermediate Government/Credit Bond ETF worth $1.82K as of Q2 2025.
  • iShares Intermediate Government/Credit Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #528 holding.
  • Legacy Investment Solutions first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.