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Abound Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Abound Wealth Management’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 		$31.4K Buy
+296
New +$31.4K 0.01% 300

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Abound Wealth Management's GVI Position: Q2 2026 in Review

Abound Wealth Management opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026: 296 shares worth $31.4K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings.

40 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Abound Wealth Management held 296 shares of iShares Intermediate Government/Credit Bond ETF worth $31.4K as of Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF was a new Abound Wealth Management position in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #300 holding.
  • 40 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.