Wealthspire Advisors (New York)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Wealthspire Advisors (New York)’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	$855K	Buy	8,062 +4,771	+145%	+$507K	﹤0.01%	594
2026 Q1	$351K	Hold	3,291	–	–	﹤0.01%	682
2025 Q4	$353K	Hold	3,291	–	–	﹤0.01%	734
2025 Q3	$354K	Sell	3,291 -169	-5%	-$18.1K	﹤0.01%	621
2025 Q2	$369K	Sell	3,460 -34	-1%	-$3.6K	﹤0.01%	612
2025 Q1	$370K	Buy	+3,494	New	+$366K	﹤0.01%	587

Other funds holding GVI

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s GVI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 145% in Q2 2026, buying an estimated $507K and bringing the position to 8,062 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Wealthspire Advisors (New York) first reported a position in GVI in Q1 2025 and has held it in 6 quarters since. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Wealthspire Advisors (New York) held 8,062 shares of iShares Intermediate Government/Credit Bond ETF worth $855K as of Q2 2026.
Wealthspire Advisors (New York) bought 4,771 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $507K.
iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #594 holding.
Wealthspire Advisors (New York) first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2025 and has held it in 6 quarters since.
271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.