LPL Financial
GVI icon

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

LPL 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 		$22.3M Buy
210,247
+1,632
+0.8% +$173K 0.01% 1502
2026
Q1 		$22.3M Sell
208,615
-4,866
-2% -$522K 0.01% 1392
2025
Q4 		$22.9M Buy
213,481
+1,372
+0.6% +$148K 0.01% 1325
2025
Q3 		$22.8M Buy
212,109
+23,184
+12% +$2.48M 0.01% 1279
2025
Q2 		$20.2M Sell
188,925
-38,807
-17% -$4.1M 0.01% 1245
2025
Q1 		$24.1M Buy
227,732
+17,373
+8% +$1.82M 0.01% 1041
2024
Q4 		$21.9M Buy
210,359
+56,862
+37% +$5.97M 0.01% 1034
2024
Q3 		$16.4M Buy
153,497
+37,534
+32% +$3.97M 0.01% 1150
2024
Q2 		$12M Buy
115,963
+19,047
+20% +$1.96M 0.01% 1253
2024
Q1 		$10.1M Buy
96,916
+42,815
+79% +$4.45M 0.01% 1321
2023
Q4 		$5.67M Buy
54,101
+10,225
+23% +$1.04M ﹤0.01% 1612
2023
Q3 		$4.45M Buy
43,876
+10,083
+30% +$1.03M ﹤0.01% 1665
2023
Q2 		$3.48M Buy
33,793
+5,180
+18% +$539K ﹤0.01% 1807
2023
Q1 		$2.99M Buy
28,613
+1,017
+4% +$105K ﹤0.01% 1842
2022
Q4 		$2.83M Buy
27,596
+1,883
+7% +$192K ﹤0.01% 1813
2022
Q3 		$2.62M Buy
25,713
+470
+2% +$49.3K ﹤0.01% 1792
2022
Q2 		$2.66M Buy
25,243
+1,313
+5% +$139K ﹤0.01% 1806
2022
Q1 		$2.6M Sell
23,930
-1,512
-6% -$168K ﹤0.01% 1849
2021
Q4 		$2.89M Buy
25,442
+3,255
+15% +$372K ﹤0.01% 1819
2021
Q3 		$2.55M Buy
22,187
+1,050
+5% +$122K ﹤0.01% 1869
2021
Q2 		$2.44M Sell
21,137
-434
-2% -$50.1K ﹤0.01% 1809
2021
Q1 		$2.48M Buy
21,571
+2,305
+12% +$268K ﹤0.01% 1692
2020
Q4 		$2.27M Buy
19,266
+2,120
+12% +$249K ﹤0.01% 1596
2020
Q3 		$2.02M Buy
17,146
+2,414
+16% +$285K ﹤0.01% 1448
2020
Q2 		$1.73M Sell
14,732
-54,851
-79% -$6.4M ﹤0.01% 1441
2020
Q1 		$7.98M Buy
69,583
+55,498
+394% +$6.32M 0.02% 578
2019
Q4 		$1.59M Buy
14,085
+899
+7% +$102K ﹤0.01% 1521
2019
Q3 		$1.49M Buy
13,186
+1,322
+11% +$149K ﹤0.01% 1458
2019
Q2 		$1.33M Sell
11,864
-1,204
-9% -$133K ﹤0.01% 1523
2019
Q1 		$1.44M Sell
13,068
-6,596
-34% -$718K ﹤0.01% 1399
2018
Q4 		$2.13M Buy
19,664
+867
+5% +$92.8K 0.01% 1045
2018
Q3 		$2.02M Sell
18,797
-6,980
-27% -$751K ﹤0.01% 1171
2018
Q2 		$2.78M Sell
25,777
-1,970
-7% -$212K 0.01% 955
2018
Q1 		$3M Sell
27,747
-1,928
-6% -$209K 0.01% 915
2017
Q4 		$3.26M Buy
29,675
+3,328
+13% +$367K 0.01% 826
2017
Q3 		$2.92M Sell
26,347
-5,619
-18% -$624K 0.01% 812
2017
Q2 		$3.54M Buy
31,966
+12,445
+64% +$1.38M 0.01% 683
2017
Q1 		$2.15M Buy
19,521
+2,651
+16% +$292K 0.01% 795
2016
Q4 		$1.85M Buy
16,870
+877
+5% +$97.3K 0.01% 849
2016
Q3 		$1.8M Sell
15,993
-9,900
-38% -$1.12M 0.02% 830
2016
Q2 		$2.94M Sell
25,893
-21,725
-46% -$2.44M 0.02% 567
2016
Q1 		$5.33M Buy
47,618
+3,040
+7% +$337K 0.01% 687
2015
Q4 		$4.9M Buy
44,578
+24,034
+117% +$2.65M 0.01% 730
2015
Q3 		$2.29M Sell
20,544
-1,032
-5% -$114K 0.01% 789
2015
Q2 		$2.39M Sell
21,576
-1,333
-6% -$148K 0.01% 824
2015
Q1 		$2.56M Buy
22,909
+106
+0.5% +$11.8K 0.01% 801
2014
Q4 		$2.52M Sell
22,803
-467
-2% -$51.8K 0.01% 762
2014
Q3 		$2.57M Buy
23,270
+1,845
+9% +$204K 0.02% 737
2014
Q2 		$2.38M Buy
21,425
+3,165
+17% +$350K 0.01% 791
2014
Q1 		$2.01M Sell
18,260
-3,270
-15% -$360K 0.01% 838
2013
Q4 		$2.36M Buy
21,530
+517
+2% +$56.9K 0.01% 735
2013
Q3 		$2.3M Buy
21,013
+650
+3% +$71.2K 0.02% 709
2013
Q2 		$2.24M Buy
+20,363
New +$2.28M 0.02% 669

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

LPL Financial's GVI Position: Q2 2026 in Review

LPL Financial increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.78% in Q2 2026, buying an estimated $173K and bringing the position to 210,247 shares worth $22.3M. The position accounts for 0.01% of the portfolio, ranked #1502.

LPL Financial first reported a position in GVI in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.1M in Q1 2025. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • LPL Financial held 210,247 shares of iShares Intermediate Government/Credit Bond ETF worth $22.3M as of Q2 2026.
  • LPL Financial bought 1,632 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $173K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1502 holding.
  • LPL Financial first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's iShares Intermediate Government/Credit Bond ETF position peaked at $24.1M in Q1 2025.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.