Sequoia Financial Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Sequoia Financial Advisors’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	$5.37M	Sell	50,653 -2,144	-4%	-$228K	0.03%	342
2026 Q1	$5.63M	Sell	52,797 -3,334	-6%	-$358K	0.03%	296
2025 Q4	$6.03M	Sell	56,131 -1,397	-2%	-$150K	0.03%	285
2025 Q3	$6.18M	Sell	57,528 -7,497	-12%	-$801K	0.04%	271
2025 Q2	$6.94M	Buy	65,025 +2,854	+5%	+$302K	0.05%	223
2025 Q1	$6.59M	Sell	62,171 -2,797	-4%	-$293K	0.05%	234
2024 Q4	$6.77M	Buy	64,968 +2,161	+3%	+$227K	0.07%	221
2024 Q3	$6.73M	Sell	62,807 -4,359	-6%	-$461K	0.07%	186
2024 Q2	$6.97M	Sell	67,166 -3,342	-5%	-$345K	0.08%	157
2024 Q1	$7.33M	Sell	70,508 -1,124	-2%	-$117K	0.09%	159
2023 Q4	$7.5M	Sell	71,632 -25,235	-26%	-$2.58M	0.09%	174
2023 Q3	$9.82M	Sell	96,867 -313	-0.3%	-$32K	0.17%	103
2023 Q2	$10M	Buy	+97,180	New	+$10.1M	0.17%	101

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

Sequoia Financial Advisors's GVI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 4.1% in Q2 2026, selling an estimated $228K and leaving 50,653 shares worth $5.37M. The position accounts for 0.03% of the portfolio, ranked #342.

Sequoia Financial Advisors first reported a position in GVI in Q2 2023 and has held it in 13 quarters since. The position peaked at $10M in Q2 2023. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Sequoia Financial Advisors held 50,653 shares of iShares Intermediate Government/Credit Bond ETF worth $5.37M as of Q2 2026.
Sequoia Financial Advisors sold 2,144 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $228K.
iShares Intermediate Government/Credit Bond ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #342 holding.
Sequoia Financial Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2023 and has held it in 13 quarters since.
Sequoia Financial Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $10M in Q2 2023.
270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.