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

Legacy Wealth Partners (Colorado)’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
-15,368
Closed -$1.64M – 196
2026
Q1 		$1.64M Buy
15,368
+1,975
+15% +$212K 0.41% 40
2025
Q4 		$1.44M Buy
+13,393
New +$1.44M 0.37% 45

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 Partners (Colorado)'s GVI Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 15,368 shares — an estimated $1.64M sold.

Legacy Wealth Partners (Colorado) first reported a position in GVI in Q4 2025 and held it in 2 quarters. The position peaked at $1.64M in Q1 2026. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 15,368 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $1.64M.
  • Legacy Wealth Partners (Colorado) first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Partners (Colorado)'s iShares Intermediate Government/Credit Bond ETF position peaked at $1.64M in Q1 2026.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.