Wealth Enhancement Advisory Services
GVI icon

Wealth Enhancement Advisory Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.39M Sell
41,642
-7,353
-15% -$781K 0.01% 1088
2026
Q1 		$5.22M Sell
48,995
-35,111
-42% -$3.77M 0.01% 881
2025
Q4 		$9.03M Buy
84,106
+1,181
+1% +$127K 0.01% 734
2025
Q3 		$8.9M Sell
82,925
-1,309
-2% -$140K 0.01% 703
2025
Q2 		$8.94M Sell
84,234
-1,715
-2% -$181K 0.01% 679
2025
Q1 		$9.11M Buy
85,949
+74,527
+652% +$7.82M 0.02% 612
2024
Q4 		$1.19M Buy
11,422
+3,725
+48% +$391K ﹤0.01% 1451
2024
Q3 		$824K Buy
7,697
+1,033
+16% +$109K ﹤0.01% 1505
2024
Q2 		$691K Sell
6,664
-258
-4% -$26.6K ﹤0.01% 1455
2024
Q1 		$720K Sell
6,922
-2,617
-27% -$272K ﹤0.01% 1387
2023
Q4 		$999K Buy
9,539
+1,585
+20% +$162K ﹤0.01% 1176
2023
Q3 		$806K Buy
+7,954
New +$813K ﹤0.01% 1188

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

Wealth Enhancement Advisory Services's GVI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 15% in Q2 2026, selling an estimated $781K and leaving 41,642 shares worth $4.39M. The position accounts for 0.01% of the portfolio, ranked #1088.

Wealth Enhancement Advisory Services first reported a position in GVI in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.11M in Q1 2025. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 41,642 shares of iShares Intermediate Government/Credit Bond ETF worth $4.39M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 7,353 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $781K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1088 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Intermediate Government/Credit Bond ETF position peaked at $9.11M in Q1 2025.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.