TFA
GVI icon

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

Transamerica 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 		$8.31K Sell
78
-56
-42% -$5.95K ﹤0.01% 1027
2026
Q1 		$14.3K Sell
134
-20,696
-99% -$2.22M ﹤0.01% 859
2025
Q4 		$2.24M Sell
20,830
-934
-4% -$100K 0.19% 120
2025
Q3 		$2.34M Sell
21,764
-224
-1% -$23.9K 0.19% 102
2025
Q2 		$2.35M Buy
+21,988
New +$2.33M 0.22% 99

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

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

Transamerica Financial Advisors reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 42% in Q2 2026, selling an estimated $5.95K and leaving 78 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Transamerica Financial Advisors first reported a position in GVI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.35M in Q2 2025. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Transamerica Financial Advisors held 78 shares of iShares Intermediate Government/Credit Bond ETF worth $8.31K as of Q2 2026.
  • Transamerica Financial Advisors sold 56 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $5.95K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1027 holding.
  • Transamerica Financial Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Transamerica Financial Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $2.35M in Q2 2025.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

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