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

World Investment 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	$464K	Hold	4,347	–	–	0.01%	998
2026 Q1	$464K	Sell	4,347 -1,318	-23%	-$141K	0.01%	1022
2025 Q4	$608K	Sell	5,665 -2,690	-32%	-$289K	0.01%	850
2025 Q3	$898K	Sell	8,355 -11,876	-59%	-$1.27M	0.02%	596
2025 Q2	$2.16M	Sell	20,231 -15,891	-44%	-$1.68M	0.05%	364
2025 Q1	$3.83M	Buy	36,122 +1,100	+3%	+$115K	0.1%	243
2024 Q4	$3.65M	Buy	35,022 +6,114	+21%	+$642K	0.1%	232
2024 Q3	$3.1M	Buy	28,908 +3,391	+13%	+$359K	0.1%	230
2024 Q2	$2.65M	Buy	25,517 +3,100	+14%	+$320K	0.16%	130
2024 Q1	$2.33M	Buy	22,417 +4,192	+23%	+$436K	0.33%	73
2023 Q4	$1.91M	Buy	18,225 +12,638	+226%	+$1.29M	0.25%	87
2023 Q3	$566K	Buy	+5,587	New	+$571K	0.11%	131

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

World Investment Advisors's GVI Position: Q2 2026 in Review

World Investment Advisors held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 4,347 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #998.

World Investment Advisors first reported a position in GVI in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.83M in Q1 2025. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

World Investment Advisors held 4,347 shares of iShares Intermediate Government/Credit Bond ETF worth $464K as of Q2 2026.
World Investment Advisors left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q2 2026.
iShares Intermediate Government/Credit Bond ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #998 holding.
World Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2023 and has held it in 12 quarters since.
World Investment Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $3.83M in Q1 2025.
270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

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