VAG
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VisionPoint Advisory Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

VisionPoint Advisory 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 		– Sell
-8,530
Closed -$910K – 498
2026
Q1 		$910K Buy
8,530
+414
+5% +$44.4K 0.17% 134
2025
Q4 		$871K Buy
8,116
+58
+0.7% +$6.24K 0.17% 129
2025
Q3 		$866K Sell
8,058
-381
-5% -$40.7K 0.17% 133
2025
Q2 		$901K Buy
+8,439
New +$893K 0.2% 119

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

VisionPoint Advisory Group's GVI Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 8,530 shares — an estimated $910K sold.

VisionPoint Advisory Group first reported a position in GVI in Q2 2025 and held it in 4 quarters. The position peaked at $910K in Q1 2026. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • VisionPoint Advisory Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 8,530 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $910K.
  • VisionPoint Advisory Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2025 and held it in 4 quarters.
  • VisionPoint Advisory Group's iShares Intermediate Government/Credit Bond ETF position peaked at $910K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.