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Patriot Financial Group Insurance Agency’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Patriot Financial Group Insurance Agency’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 		$4.73M Sell
44,548
-41,632
-48% -$4.42M 0.49% 53
2026
Q1 		$9.19M Buy
86,180
+42,984
+100% +$4.61M 0.52% 45
2025
Q4 		$4.64M Sell
43,196
-2,243
-5% -$241K 0.55% 46
2025
Q3 		$4.88M Buy
45,439
+2,715
+6% +$290K 0.62% 40
2025
Q2 		$4.56M Buy
42,724
+1,263
+3% +$134K 0.52% 45
2025
Q1 		$4.4M Buy
41,461
+15,241
+58% +$1.6M 0.59% 36
2024
Q4 		$2.73M Buy
26,220
+13,465
+106% +$1.41M 0.37% 63
2024
Q3 		$1.37M Buy
12,755
+6,583
+107% +$697K 0.18% 133
2024
Q2 		$640K Buy
6,172
+567
+10% +$58.5K 0.09% 234
2024
Q1 		$583K Buy
5,605
+1,726
+44% +$180K 0.09% 241
2023
Q4 		$406K Buy
3,879
+230
+6% +$23.5K 0.08% 279
2023
Q3 		$370K Buy
3,649
+1,443
+65% +$148K 0.08% 293
2023
Q2 		$227K Buy
+2,206
New +$230K 0.04% 403
2022
Q3 		– Sell
-23
Closed -$2K – 1031
2022
Q2 		$2K Hold
23
– – ﹤0.01% 1759
2022
Q1 		$2K Hold
23
– – ﹤0.01% 1847
2021
Q4 		$3K Hold
23
– – ﹤0.01% 1858
2021
Q3 		$3K Buy
23
+2
+10% +$232 ﹤0.01% 1843
2021
Q2 		$2K Hold
21
– – ﹤0.01% 1876
2021
Q1 		$2K Hold
21
– – ﹤0.01% 1776
2020
Q4 		$2K Hold
21
– – ﹤0.01% 1635
2020
Q3 		$2K Buy
21
+1
+5% +$118 ﹤0.01% 1453
2020
Q2 		$2K Sell
20
-2
-9% -$233 ﹤0.01% 1391
2020
Q1 		$3K Hold
22
– – ﹤0.01% 1212
2019
Q4 		$2K Hold
22
– – ﹤0.01% 1118
2019
Q3 		$2K Buy
+22
New +$2.48K ﹤0.01% 1088

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

Patriot Financial Group Insurance Agency's GVI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 48% in Q2 2026, selling an estimated $4.42M and leaving 44,548 shares worth $4.73M. The position accounts for 0.49% of the portfolio, ranked #53.

Patriot Financial Group Insurance Agency first reported a position in GVI in Q3 2019 and has held it in 25 quarters since. The position peaked at $9.19M in Q1 2026. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 44,548 shares of iShares Intermediate Government/Credit Bond ETF worth $4.73M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 41,632 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $4.42M.
  • iShares Intermediate Government/Credit Bond ETF made up 0.49% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #53 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2019 and has held it in 25 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Intermediate Government/Credit Bond ETF position peaked at $9.19M in Q1 2026.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.