Prospera Financial Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Prospera Financial Services’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	$679K	Sell	6,401 -1,203	-16%	-$128K	0.01%	925
2026 Q1	$811K	Sell	7,604 -451	-6%	-$48.4K	0.01%	803
2025 Q4	$865K	Sell	8,055 -1,419	-15%	-$153K	0.01%	730
2025 Q3	$1.02M	Buy	9,474 +1,226	+15%	+$131K	0.02%	676
2025 Q2	$881K	Buy	8,248 +5,192	+170%	+$549K	0.02%	702
2025 Q1	$324K	Buy	+3,056	New	+$321K	0.01%	954
2022 Q3	–	Sell	-332	Closed	-$35K	–	1149
2022 Q2	$35K	Sell	332 -1,647	-83%	-$175K	﹤0.01%	1099
2022 Q1	$215K	Sell	1,979 -57	-3%	-$6.33K	0.01%	866
2021 Q4	$232K	Buy	+2,036	New	+$233K	0.01%	788

Other funds holding GVI

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Prospera Financial Services's GVI Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 16% in Q2 2026, selling an estimated $128K and leaving 6,401 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #925.

Prospera Financial Services first reported a position in GVI in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.02M in Q3 2025. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Prospera Financial Services held 6,401 shares of iShares Intermediate Government/Credit Bond ETF worth $679K as of Q2 2026.
Prospera Financial Services sold 1,203 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $128K.
iShares Intermediate Government/Credit Bond ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #925 holding.
Prospera Financial Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2021 and has held it in 9 quarters since.
Prospera Financial Services's iShares Intermediate Government/Credit Bond ETF position peaked at $1.02M in Q3 2025.
271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.