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Stonebridge Financial Group (Pennsylvania)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$373K Sell
3,517
-239
-6% -$25.4K 0.03% 207
2026
Q1 		$401K Buy
3,756
+788
+27% +$84.5K 0.03% 188
2025
Q4 		$319K Sell
2,968
-1,080
-27% -$116K 0.03% 200
2025
Q3 		$435K Buy
4,048
+1,073
+36% +$115K 0.04% 170
2025
Q2 		$318K Sell
2,975
-850
-22% -$89.9K 0.03% 189
2025
Q1 		$406K Buy
3,825
+1,503
+65% +$158K 0.04% 157
2024
Q4 		$242K Buy
+2,322
New +$244K 0.03% 213

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s GVI Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 6.4% in Q2 2026, selling an estimated $25.4K and leaving 3,517 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #207.

Stonebridge Financial Group (Pennsylvania) first reported a position in GVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $435K in Q3 2025. 235 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 3,517 shares of iShares Intermediate Government/Credit Bond ETF worth $373K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 239 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $25.4K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #207 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Intermediate Government/Credit Bond ETF position peaked at $435K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.