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

Waverly 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 		$622K Sell
5,861
-500
-8% -$53.1K ﹤0.01% 1072
2026
Q1 		$679K Buy
6,361
+537
+9% +$57.6K 0.01% 947
2025
Q4 		$625K Buy
5,824
+1,568
+37% +$169K 0.01% 918
2025
Q3 		$457K Sell
4,256
-63
-1% -$6.73K ﹤0.01% 880
2025
Q2 		$461K Hold
4,319
– – 0.01% 824
2025
Q1 		$458K Buy
4,319
+26
+0.6% +$2.73K 0.01% 805
2024
Q4 		$447K Buy
4,293
+1,063
+33% +$112K 0.01% 710
2024
Q3 		$346K Buy
+3,230
New +$342K 0.01% 651

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

Waverly Advisors's GVI Position: Q2 2026 in Review

Waverly Advisors reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 7.9% in Q2 2026, selling an estimated $53.1K and leaving 5,861 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Waverly Advisors first reported a position in GVI in Q3 2024 and has held it in 8 quarters since. The position peaked at $679K in Q1 2026. 272 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Waverly Advisors held 5,861 shares of iShares Intermediate Government/Credit Bond ETF worth $622K as of Q2 2026.
  • Waverly Advisors sold 500 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $53.1K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1072 holding.
  • Waverly Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Waverly Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $679K in Q1 2026.
  • 272 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.