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

OneDigital 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 		$893K Sell
8,415
-6,380
-43% -$678K 0.01% 792
2026
Q1 		$1.58M Buy
14,795
+7,049
+91% +$756K 0.02% 549
2025
Q4 		$832K Buy
7,746
+106
+1% +$11.4K 0.01% 742
2025
Q3 		$821K Buy
7,640
+192
+3% +$20.5K 0.01% 732
2025
Q2 		$795K Sell
7,448
-752
-9% -$79.5K 0.01% 721
2025
Q1 		$869K Sell
8,200
-191
-2% -$20K 0.01% 650
2024
Q4 		$875K Sell
8,391
-1,213
-13% -$127K 0.01% 677
2024
Q3 		$1.03M Sell
9,604
-877
-8% -$92.8K 0.01% 641
2024
Q2 		$1.09M Buy
10,481
+104
+1% +$10.7K 0.01% 587
2024
Q1 		$1.08M Sell
10,377
-21
-0.2% -$2.18K 0.02% 481
2023
Q4 		$1.09M Buy
+10,398
New +$1.06M 0.02% 448
2023
Q1 		– Sell
-3,740
Closed -$383K – 978
2022
Q4 		$383K Sell
3,740
-2,287
-38% -$234K 0.01% 590
2022
Q3 		$613K Sell
6,027
-3,956
-40% -$415K 0.02% 406
2022
Q2 		$1.05M Buy
9,983
+39
+0.4% +$4.14K 0.05% 247
2022
Q1 		$1.08M Buy
9,944
+23
+0.2% +$2.56K 0.04% 256
2021
Q4 		$1.13M Buy
+9,921
New +$1.13M 0.04% 262

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

OneDigital Investment Advisors's GVI Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 43% in Q2 2026, selling an estimated $678K and leaving 8,415 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #792.

OneDigital Investment Advisors first reported a position in GVI in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.58M in Q1 2026. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • OneDigital Investment Advisors held 8,415 shares of iShares Intermediate Government/Credit Bond ETF worth $893K as of Q2 2026.
  • OneDigital Investment Advisors sold 6,380 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $678K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #792 holding.
  • OneDigital Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • OneDigital Investment Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $1.58M in Q1 2026.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.