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Phillips Financial Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Phillips Financial Management’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 		$91.6K Hold
863
– – 0.01% 230
2026
Q1 		$92K Buy
863
+1
+0.1% +$107 0.01% 217
2025
Q4 		$92.5K Sell
862
-455
-35% -$48.9K 0.01% 232
2025
Q3 		$141K Buy
1,317
+2
+0.2% +$214 0.01% 225
2025
Q2 		$140K Hold
1,315
– – 0.01% 195
2025
Q1 		$139K Buy
1,315
+1
+0.1% +$105 0.01% 188
2024
Q4 		$137K Sell
1,314
-170
-11% -$17.9K 0.01% 183
2024
Q3 		$159K Sell
1,484
-81
-5% -$8.57K 0.01% 186
2024
Q2 		$162K Buy
1,565
+1
+0.1% +$103 0.01% 188
2024
Q1 		$163K Sell
1,564
-144
-8% -$15K 0.01% 184
2023
Q4 		$179K Buy
1,708
+1
+0.1% +$102 0.02% 168
2023
Q3 		$173K Buy
1,707
+1
+0.1% +$102 0.02% 164
2023
Q2 		$176K Hold
1,706
– – 0.02% 165
2023
Q1 		$178K Buy
1,706
+1
+0.1% +$104 0.02% 167
2022
Q4 		$175K Buy
1,705
+29
+2% +$2.96K 0.02% 154
2022
Q3 		$170K Buy
+1,676
New +$176K 0.02% 149
2017
Q1 		– Sell
-10,424
Closed -$1.15M – 69
2016
Q4 		$1.15M Buy
+10,424
New +$1.16M 0.29% 51

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

Phillips Financial Management's GVI Position: Q2 2026 in Review

Phillips Financial Management held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 863 shares worth $91.6K. The position accounts for 0.01% of the portfolio, ranked #230.

Phillips Financial Management first reported a position in GVI in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.15M in Q4 2016. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Phillips Financial Management held 863 shares of iShares Intermediate Government/Credit Bond ETF worth $91.6K as of Q2 2026.
  • Phillips Financial Management left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #230 holding.
  • Phillips Financial Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2016 and has held it in 17 quarters since.
  • Phillips Financial Management's iShares Intermediate Government/Credit Bond ETF position peaked at $1.15M in Q4 2016.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.