SAG
GVI icon

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
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

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $54.7B AUM 26.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

SageView Advisory Group's GVI Position: Q4 2025 in Review

SageView Advisory Group held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q4 2025 at 2,761 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #493.

SageView Advisory Group first reported a position in GVI in Q3 2024 and has held it in 6 quarters since. The position peaked at $297K in Q3 2025. 287 funds tracked by Wall St. Rank hold GVI as of Q4 2025.

  • SageView Advisory Group held 2,761 shares of iShares Intermediate Government/Credit Bond ETF worth $296K as of Q4 2025.
  • SageView Advisory Group left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q4 2025.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #493 holding.
  • SageView Advisory Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • SageView Advisory Group's iShares Intermediate Government/Credit Bond ETF position peaked at $297K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.