PAG
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Private Advisor Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-211,900
Closed -$215K – 2344
2023
Q3 		$215K Buy
+211,900
New +$21.7M ﹤0.01% 1837

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Private Advisor Group's GVI Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 21% in Q2 2026, selling an estimated $1.42M and leaving 50,097 shares worth $5.32M. The position accounts for 0.02% of the portfolio, ranked #600.

Private Advisor Group first reported a position in GVI in Q3 2014 and has held it in 26 quarters since. The position peaked at $8.43M in Q4 2024. 104 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Private Advisor Group held 50,097 shares of iShares Intermediate Government/Credit Bond ETF worth $5.32M as of Q2 2026.
  • Private Advisor Group sold 13,386 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $1.42M.
  • iShares Intermediate Government/Credit Bond ETF made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #600 holding.
  • Private Advisor Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2014 and has held it in 26 quarters since.
  • Private Advisor Group's iShares Intermediate Government/Credit Bond ETF position peaked at $8.43M in Q4 2024.
  • 104 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.