LF
GVI icon

LifeSteps Financial’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

LifeSteps Financial’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 		$743 Buy
+7
New +$743 ﹤0.01% 745

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

LifeSteps Financial's GVI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026: 7 shares worth $743. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings.

108 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • LifeSteps Financial held 7 shares of iShares Intermediate Government/Credit Bond ETF worth $743 as of Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #745 holding.
  • 108 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.