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Mission Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Mission Wealth Management’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 		$238K Buy
2,247
+22
+1% +$2.34K ﹤0.01% 962
2026
Q1 		$237K Buy
+2,225
New +$239K ﹤0.01% 666

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

Mission Wealth Management's GVI Position: Q2 2026 in Review

Mission Wealth Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.99% in Q2 2026, buying an estimated $2.34K and bringing the position to 2,247 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Mission Wealth Management first reported a position in GVI in Q1 2026 and has held it in 2 quarters since. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Mission Wealth Management held 2,247 shares of iShares Intermediate Government/Credit Bond ETF worth $238K as of Q2 2026.
  • Mission Wealth Management bought 22 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $2.34K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #962 holding.
  • Mission Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.