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Measured Wealth Private Client Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Measured Wealth Private Client Group’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 		$20.3K Hold
191
– – ﹤0.01% 486
2026
Q1 		$20.4K Hold
191
– – 0.01% 470
2025
Q4 		$20.5K Hold
191
– – 0.01% 475
2025
Q3 		$20.5K Buy
+191
New +$20.4K 0.01% 469

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

Measured Wealth Private Client Group's GVI Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 191 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Measured Wealth Private Client Group first reported a position in GVI in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.5K in Q3 2025. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Measured Wealth Private Client Group held 191 shares of iShares Intermediate Government/Credit Bond ETF worth $20.3K as of Q2 2026.
  • Measured Wealth Private Client Group left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #486 holding.
  • Measured Wealth Private Client Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's iShares Intermediate Government/Credit Bond ETF position peaked at $20.5K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.