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SVB Wealth’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

SVB Wealth’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 		$10.8M Buy
102,040
+30,813
+43% +$3.27M 0.68% 32
2026
Q1 		$7.6M Sell
71,227
-1,282
-2% -$138K 0.5% 44
2025
Q4 		$7.78M Buy
72,509
+7,181
+11% +$772K 0.46% 45
2025
Q3 		$7.02M Buy
65,328
+11,364
+21% +$1.21M 0.38% 52
2025
Q2 		$5.76M Buy
+53,964
New +$5.71M 0.31% 65
2025
Q1 		– Sell
-139,076
Closed -$14.5M – 1601
2024
Q4 		$14.5M Buy
+139,076
New +$14.6M 0.27% 55
2024
Q3 		– Sell
-148,221
Closed -$15.4M – 256
2024
Q2 		$15.4M Sell
148,221
-20,706
-12% -$2.13M 0.38% 57
2024
Q1 		$17.6M Sell
168,927
-47,318
-22% -$4.92M 0.39% 61
2023
Q4 		$22.7M Sell
216,245
-3,400
-2% -$347K 0.55% 40
2023
Q3 		$22.3M Buy
219,645
+71,609
+48% +$7.32M 0.49% 41
2023
Q2 		$15.2M Sell
148,036
-21,322
-13% -$2.22M 0.28% 86
2023
Q1 		$17.7M Sell
169,358
-14,860
-8% -$1.54M 0.25% 84
2022
Q4 		$18.9M Buy
184,218
+63,869
+53% +$6.53M 0.25% 78
2022
Q3 		$12.2M Sell
120,349
-2,041
-2% -$214K 0.18% 98
2022
Q2 		$12.9M Buy
122,390
+15,544
+15% +$1.65M 0.2% 91
2022
Q1 		$11.6M Sell
106,846
-11,920
-10% -$1.32M 0.16% 104
2021
Q4 		$13.5M Sell
118,766
-6,896
-5% -$788K 0.22% 89
2021
Q3 		$14.5M Buy
125,662
+2,421
+2% +$281K 0.19% 99
2021
Q2 		$14.2M Buy
123,241
+8,349
+7% +$964K 0.18% 98
2021
Q1 		$13.2M Sell
114,892
-14,512
-11% -$1.69M 0.18% 99
2020
Q4 		$15.2M Buy
129,404
+12,209
+10% +$1.43M 0.22% 82
2020
Q3 		$13.8M Buy
117,195
+2,578
+2% +$304K 0.23% 82
2020
Q2 		$13.5M Buy
114,617
+6,649
+6% +$775K 0.25% 75
2020
Q1 		$12.4M Sell
107,968
-442
-0.4% -$50.3K 0.3% 55
2019
Q4 		$12.2M Buy
108,410
+8,580
+9% +$969K 0.22% 81
2019
Q3 		$11.3M Buy
99,830
+8,639
+9% +$974K 0.23% 79
2019
Q2 		$10.2M Buy
+91,191
New +$10.1M 0.34% 80

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

SVB Wealth's GVI Position: Q2 2026 in Review

SVB Wealth increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 43% in Q2 2026, buying an estimated $3.27M and bringing the position to 102,040 shares worth $10.8M. The position accounts for 0.68% of the portfolio, ranked #32.

SVB Wealth first reported a position in GVI in Q2 2019 and has held it in 27 quarters since. The position peaked at $22.7M in Q4 2023. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • SVB Wealth held 102,040 shares of iShares Intermediate Government/Credit Bond ETF worth $10.8M as of Q2 2026.
  • SVB Wealth bought 30,813 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $3.27M.
  • iShares Intermediate Government/Credit Bond ETF made up 0.68% of SVB Wealth's portfolio in Q2 2026, its #32 holding.
  • SVB Wealth first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's iShares Intermediate Government/Credit Bond ETF position peaked at $22.7M in Q4 2023.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.