SageView Advisory Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

SageView Advisory 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
2026 Q2	–	Sell	-3,130	Closed	-$334K	–	626
2026 Q1	$334K	Buy	3,130 +369	+13%	+$39.6K	0.01%	444
2025 Q4	$296K	Hold	2,761	–	–	0.01%	493
2025 Q3	$297K	Hold	2,761	–	–	0.01%	519
2025 Q2	$293K	Hold	2,761	–	–	0.01%	499
2025 Q1	$293K	Hold	2,761	–	–	0.01%	475
2024 Q4	$288K	Hold	2,761	–	–	0.01%	472
2024 Q3	$296K	Buy	+2,761	New	+$292K	0.02%	402
2024 Q2	–	Hold	0	–	–	–	449

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

SageView Advisory Group's GVI Position: Q2 2026 in Review

SageView Advisory Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 3,130 shares — an estimated $334K sold.

SageView Advisory Group first reported a position in GVI in Q3 2024 and held it in 7 quarters. The position peaked at $334K in Q1 2026. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

SageView Advisory Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
SageView Advisory Group sold 3,130 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $334K.
SageView Advisory Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2024 and held it in 7 quarters.
SageView Advisory Group's iShares Intermediate Government/Credit Bond ETF position peaked at $334K in Q1 2026.
273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.