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Mount Yale Investment Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Mount Yale Investment Advisors’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 		$271K Buy
2,559
+624
+32% +$66.3K 0.01% 1017
2026
Q1 		$206K Buy
+1,935
New +$208K ﹤0.01% 1046

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 22.9% 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

Mount Yale Investment Advisors's GVI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 32% in Q2 2026, buying an estimated $66.3K and bringing the position to 2,559 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #1017.

Mount Yale Investment Advisors first reported a position in GVI in Q1 2026 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Mount Yale Investment Advisors held 2,559 shares of iShares Intermediate Government/Credit Bond ETF worth $271K as of Q2 2026.
  • Mount Yale Investment Advisors bought 624 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $66.3K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1017 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.