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&Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

&Partners’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 		$785K Sell
7,409
-523
-7% -$55.5K ﹤0.01% 1564
2026
Q1 		$849K Buy
7,932
+502
+7% +$53.8K ﹤0.01% 1388
2025
Q4 		$798K Buy
7,430
+507
+7% +$54.5K ﹤0.01% 1345
2025
Q3 		$744K Buy
6,923
+137
+2% +$14.6K ﹤0.01% 1231
2025
Q2 		$726K Buy
6,786
+1,014
+18% +$107K 0.01% 1149
2025
Q1 		$608K Buy
5,772
+3,026
+110% +$317K 0.01% 1043
2024
Q4 		$286K Buy
+2,746
New +$289K ﹤0.01% 1361

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

&Partners's GVI Position: Q2 2026 in Review

&Partners reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 6.6% in Q2 2026, selling an estimated $55.5K and leaving 7,409 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

&Partners first reported a position in GVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $849K in Q1 2026. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • &Partners held 7,409 shares of iShares Intermediate Government/Credit Bond ETF worth $785K as of Q2 2026.
  • &Partners sold 523 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $55.5K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1564 holding.
  • &Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • &Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $849K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.