UBS Group
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UBS Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

UBS Group’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 		$7.72M Sell
72,793
-26,873
-27% -$2.85M ﹤0.01% 3729
2026
Q1 		$10.6M Buy
99,666
+18,522
+23% +$1.99M ﹤0.01% 3262
2025
Q4 		$8.71M Buy
81,144
+4,783
+6% +$514K ﹤0.01% 3435
2025
Q3 		$8.2M Buy
76,361
+22,490
+42% +$2.4M ﹤0.01% 3511
2025
Q2 		$5.75M Buy
53,871
+2,912
+6% +$308K ﹤0.01% 3730
2025
Q1 		$5.4M Sell
50,959
-6,233
-11% -$654K ﹤0.01% 3707
2024
Q4 		$5.96M Buy
57,192
+4,903
+9% +$515K ﹤0.01% 3625
2024
Q3 		$5.6M Buy
52,289
+9,662
+23% +$1.02M ﹤0.01% 2959
2024
Q2 		$4.42M Buy
42,627
+11,600
+37% +$1.2M ﹤0.01% 2995
2024
Q1 		$3.23M Buy
31,027
+95
+0.3% +$9.88K ﹤0.01% 3436
2023
Q4 		$3.24M Buy
30,932
+10,376
+50% +$1.06M ﹤0.01% 3269
2023
Q3 		$2.08M Sell
20,556
-23,835
-54% -$2.44M ﹤0.01% 3406
2023
Q2 		$4.57M Buy
44,391
+1,838
+4% +$191K ﹤0.01% 2678
2023
Q1 		$4.45M Sell
42,553
-80,914
-66% -$8.38M ﹤0.01% 2633
2022
Q4 		$12.7M Sell
123,467
-3,379
-3% -$345K ﹤0.01% 1746
2022
Q3 		$12.9M Buy
126,846
+42,152
+50% +$4.43M 0.01% 1586
2022
Q2 		$8.94M Buy
84,694
+34,680
+69% +$3.68M ﹤0.01% 1897
2022
Q1 		$5.43M Sell
50,014
-13,929
-22% -$1.55M ﹤0.01% 2456
2021
Q4 		$7.27M Buy
63,943
+18,079
+39% +$2.07M ﹤0.01% 2444
2021
Q3 		$5.28M Buy
45,864
+21,413
+88% +$2.48M ﹤0.01% 2616
2021
Q2 		$2.83M Sell
24,451
-2,380
-9% -$275K ﹤0.01% 3242
2021
Q1 		$3.08M Sell
26,831
-755
-3% -$87.8K ﹤0.01% 3108
2020
Q4 		$3.25M Buy
27,586
+11,457
+71% +$1.35M ﹤0.01% 2907
2020
Q3 		$1.9M Sell
16,129
-2,883
-15% -$340K ﹤0.01% 3091
2020
Q2 		$2.24M Sell
19,012
-1,615
-8% -$188K ﹤0.01% 2766
2020
Q1 		$2.37M Buy
20,627
+604
+3% +$68.8K ﹤0.01% 2596
2019
Q4 		$2.26M Buy
20,023
+436
+2% +$49.3K ﹤0.01% 3427
2019
Q3 		$2.22M Sell
19,587
-3,624
-16% -$409K ﹤0.01% 3191
2019
Q2 		$2.61M Sell
23,211
-275,156
-92% -$30.4M ﹤0.01% 2906
2019
Q1 		$32.9M Sell
298,367
-72,608
-20% -$7.91M 0.01% 852
2018
Q4 		$40.1M Buy
370,975
+73,939
+25% +$7.92M 0.02% 699
2018
Q3 		$31.9M Sell
297,036
-6,308
-2% -$679K 0.01% 904
2018
Q2 		$32.7M Buy
303,344
+564
+0.2% +$60.6K 0.01% 890
2018
Q1 		$32.8M Buy
302,780
+16,140
+6% +$1.75M 0.01% 845
2017
Q4 		$31.5M Sell
286,640
-2,158
-0.7% -$238K 0.01% 901
2017
Q3 		$32M Sell
288,798
-4,757
-2% -$528K 0.01% 837
2017
Q2 		$32.5M Buy
293,555
+34,885
+13% +$3.87M 0.02% 773
2017
Q1 		$28.5M Sell
258,670
-1,258
-0.5% -$138K 0.02% 813
2016
Q4 		$28.6M Buy
259,928
+5,762
+2% +$639K 0.02% 810
2016
Q3 		$28.7M Buy
254,166
+5,732
+2% +$647K 0.02% 760
2016
Q2 		$28.2M Buy
248,434
+12,898
+5% +$1.45M 0.02% 741
2016
Q1 		$26.4M Buy
235,536
+8,788
+4% +$975K 0.02% 726
2015
Q4 		$24.9M Buy
226,748
+185,253
+446% +$20.5M 0.02% 836
2015
Q3 		$4.61M Buy
41,495
+660
+2% +$73K ﹤0.01% 1990
2015
Q2 		$4.51M Sell
40,835
-17
-0% -$1.89K ﹤0.01% 2180
2015
Q1 		$4.57M Buy
40,852
+16,997
+71% +$1.9M ﹤0.01% 2153
2014
Q4 		$2.64M Buy
+23,855
New +$2.64M ﹤0.01% 2636

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

UBS Group's GVI Position: Q2 2026 in Review

UBS Group reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 27% in Q2 2026, selling an estimated $2.85M and leaving 72,793 shares worth $7.72M. The position accounts for ﹤0.01% of the portfolio, ranked #3729.

UBS Group first reported a position in GVI in Q4 2014 and has held it in 47 quarters since. The position peaked at $40.1M in Q4 2018. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • UBS Group held 72,793 shares of iShares Intermediate Government/Credit Bond ETF worth $7.72M as of Q2 2026.
  • UBS Group sold 26,873 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $2.85M.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3729 holding.
  • UBS Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares Intermediate Government/Credit Bond ETF position peaked at $40.1M in Q4 2018.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.