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

One Wealth 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
Q1 		– Sell
-7,488
Closed -$804K – 313
2025
Q4 		$804K Hold
7,488
– – 0.1% 111
2025
Q3 		$804K Hold
7,488
– – 0.1% 112
2025
Q2 		$800K Hold
7,488
– – 0.11% 108
2025
Q1 		$794K Buy
+7,488
New +$785K 0.12% 107

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

One Wealth Advisors's GVI Position: Q1 2026 in Review

One Wealth Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2026, closing a stake of 7,488 shares — an estimated $804K sold.

One Wealth Advisors first reported a position in GVI in Q1 2025 and held it in 4 quarters. The position peaked at $804K in Q3 2025. 280 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • One Wealth Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2026 after selling out during the quarter.
  • One Wealth Advisors sold 7,488 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $804K.
  • One Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2025 and held it in 4 quarters.
  • One Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $804K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.