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Steward Partners Investment Advisory’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Steward Partners Investment Advisory’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 		$123K Hold
1,155
– – ﹤0.01% 2486
2026
Q1 		$123K Sell
1,155
-52
-4% -$5.58K ﹤0.01% 2262
2025
Q4 		$130K Buy
1,207
+982
+436% +$106K ﹤0.01% 2148
2025
Q3 		$24.2K Sell
225
-300
-57% -$32.1K ﹤0.01% 3006
2025
Q2 		$56.1K Hold
525
– – ﹤0.01% 2416
2025
Q1 		$55.7K Sell
525
-51
-9% -$5.35K ﹤0.01% 2328
2024
Q4 		$60K Sell
576
-24
-4% -$2.52K ﹤0.01% 2245
2024
Q3 		$64.3K Hold
600
– – ﹤0.01% 2110
2024
Q2 		$62.2K Hold
600
– – ﹤0.01% 1997
2024
Q1 		$62.4K Hold
600
– – ﹤0.01% 1993
2023
Q4 		$62.9K Hold
600
– – ﹤0.01% 1878
2023
Q3 		$60.8K Sell
600
-555
-48% -$56.8K ﹤0.01% 1814
2023
Q2 		$119K Hold
1,155
– – ﹤0.01% 1503
2023
Q1 		$121K Buy
+1,155
New +$120K ﹤0.01% 1504

Other funds holding GVI

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $61.7B AUM 33.76% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Steward Partners Investment Advisory's GVI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 1,155 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Steward Partners Investment Advisory first reported a position in GVI in Q1 2023 and has held it in 14 quarters since. The position peaked at $130K in Q4 2025. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Steward Partners Investment Advisory held 1,155 shares of iShares Intermediate Government/Credit Bond ETF worth $123K as of Q2 2026.
  • Steward Partners Investment Advisory left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2486 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Steward Partners Investment Advisory's iShares Intermediate Government/Credit Bond ETF position peaked at $130K in Q4 2025.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.