N.E.W. Advisory Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

N.E.W. Advisory Services’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	$11.3K	Hold	106	–	–	﹤0.01%	633
2026 Q1	$11.3K	Hold	106	–	–	﹤0.01%	605
2025 Q4	$11.4K	Hold	106	–	–	﹤0.01%	593
2025 Q3	$11.4K	Hold	106	–	–	﹤0.01%	554
2025 Q2	$11.3K	Hold	106	–	–	﹤0.01%	550
2025 Q1	$11.3K	Buy	+106	New	+$11.1K	﹤0.01%	588
2022 Q2	–	Sell	-2,066	Closed	-$237K	–	136
2022 Q1	$237K	Buy	+2,066	New	+$229K	0.04%	115
2021 Q2	–	Sell	-2,066	Closed	-$238K	–	137
2021 Q1	$238K	Sell	2,066 -319	-13%	-$37.1K	0.04%	117
2020 Q4	$280K	Buy	+2,385	New	+$280K	0.06%	111

Other funds holding GVI

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

N.E.W. Advisory Services's GVI Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 106 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

N.E.W. Advisory Services first reported a position in GVI in Q4 2020 and has held it in 9 quarters since. The position peaked at $280K in Q4 2020. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

N.E.W. Advisory Services held 106 shares of iShares Intermediate Government/Credit Bond ETF worth $11.3K as of Q2 2026.
N.E.W. Advisory Services 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 N.E.W. Advisory Services's portfolio in Q2 2026, its #633 holding.
N.E.W. Advisory Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2020 and has held it in 9 quarters since.
N.E.W. Advisory Services's iShares Intermediate Government/Credit Bond ETF position peaked at $280K in Q4 2020.
270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.