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Legacy Wealth Management (Idaho)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-17
Closed -$1.81K – 502
2026
Q1 		$1.81K Hold
17
– – ﹤0.01% 793
2025
Q4 		$1.82K Hold
17
– – ﹤0.01% 679
2025
Q3 		$1.83K Hold
17
– – ﹤0.01% 553
2025
Q2 		$1.82K Hold
17
– – ﹤0.01% 528
2025
Q1 		$1.8K Hold
17
– – ﹤0.01% 557
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

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

Legacy Wealth Management (Idaho)'s GVI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 17 shares — an estimated $1.81K sold.

Legacy Wealth Management (Idaho) first reported a position in GVI in Q3 2024 and held it in 7 quarters. The position peaked at $1.83K in Q3 2025. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 17 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $1.81K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s iShares Intermediate Government/Credit Bond ETF position peaked at $1.83K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.