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GVI icon

NewEdge Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

NewEdge 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 		$5.89M Buy
55,549
+4,794
+9% +$509K 0.02% 708
2026
Q1 		$5.41M Sell
50,755
-17
-0% -$1.82K 0.02% 654
2025
Q4 		$5.45M Buy
50,772
+317
+0.6% +$34.1K 0.02% 623
2025
Q3 		$5.42M Sell
50,455
-3,501
-6% -$374K 0.02% 594
2025
Q2 		$5.76M Buy
53,956
+837
+2% +$88.5K 0.03% 523
2025
Q1 		$5.63M Buy
53,119
+8,309
+19% +$871K 0.03% 471
2024
Q4 		$4.67M Buy
44,810
+1,176
+3% +$124K 0.03% 524
2024
Q3 		$4.67M Sell
43,634
-1,146
-3% -$121K 0.03% 502
2024
Q2 		$4.64M Sell
44,780
-681
-1% -$70.2K 0.03% 470
2024
Q1 		$4.73M Buy
45,461
+2,300
+5% +$239K 0.04% 408
2023
Q4 		$4.5M Buy
43,161
+26,403
+158% +$2.7M 0.04% 386
2023
Q3 		$1.7M Buy
16,758
+5,810
+53% +$594K 0.02% 655
2023
Q2 		$1.13M Hold
10,948
– – 0.01% 809
2023
Q1 		$1.14M Sell
10,948
-4,421
-29% -$458K 0.01% 736
2022
Q4 		$1.57M Buy
15,369
+10,546
+219% +$1.08M 0.04% 378
2022
Q3 		$490K Buy
+4,823
New +$506K 0.01% 976

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

NewEdge Advisors's GVI Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 9.4% in Q2 2026, buying an estimated $509K and bringing the position to 55,549 shares worth $5.89M. The position accounts for 0.02% of the portfolio, ranked #708.

NewEdge Advisors first reported a position in GVI in Q3 2022 and has held it in 16 quarters since. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • NewEdge Advisors held 55,549 shares of iShares Intermediate Government/Credit Bond ETF worth $5.89M as of Q2 2026.
  • NewEdge Advisors bought 4,794 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $509K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #708 holding.
  • NewEdge Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

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