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Stephens Inc’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Stephens Inc’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
Q1 		– Sell
-4,570
Closed -$476K – 1273
2024
Q4 		$476K Buy
4,570
+167
+4% +$17.5K 0.01% 856
2024
Q3 		$472K Sell
4,403
-97
-2% -$10.3K 0.01% 867
2024
Q2 		$467K Buy
4,500
+64
+1% +$6.6K 0.01% 826
2024
Q1 		$461K Sell
4,436
-47
-1% -$4.89K 0.01% 844
2023
Q4 		$470K Buy
4,483
+45
+1% +$4.6K 0.01% 766
2023
Q3 		$450K Sell
4,438
-20
-0.4% -$2.04K 0.01% 770
2023
Q2 		$459K Sell
4,458
-86
-2% -$8.95K 0.01% 766
2023
Q1 		$475K Buy
4,544
+17
+0.4% +$1.76K 0.01% 733
2022
Q4 		$464K Buy
4,527
+28
+0.6% +$2.86K 0.01% 728
2022
Q3 		$458K Buy
4,499
+17
+0.4% +$1.78K 0.01% 741
2022
Q2 		$473K Buy
4,482
+15
+0.3% +$1.59K 0.01% 741
2022
Q1 		$485K Buy
4,467
+169
+4% +$18.8K 0.01% 819
2021
Q4 		$489K Buy
4,298
+295
+7% +$33.7K 0.01% 851
2021
Q3 		$461K Buy
4,003
+207
+5% +$24K 0.01% 902
2021
Q2 		$439K Buy
3,796
+387
+11% +$44.7K 0.01% 922
2021
Q1 		$392K Buy
3,409
+613
+22% +$71.3K 0.01% 916
2020
Q4 		$329K Buy
2,796
+950
+51% +$112K 0.01% 896
2020
Q3 		$217K Buy
+1,846
New +$218K ﹤0.01% 998

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Stephens Inc's GVI Position: Q1 2025 in Review

Stephens Inc sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2025, closing a stake of 4,570 shares — an estimated $476K sold.

Stephens Inc first reported a position in GVI in Q3 2020 and held it in 18 quarters. The position peaked at $489K in Q4 2021. 270 funds tracked by Wall St. Rank hold GVI as of Q1 2025.

  • Stephens Inc reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stephens Inc sold 4,570 iShares Intermediate Government/Credit Bond ETF shares in Q1 2025, an estimated $476K.
  • Stephens Inc first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2020 and held it in 18 quarters.
  • Stephens Inc's iShares Intermediate Government/Credit Bond ETF position peaked at $489K in Q4 2021.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.