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

Accel 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
2023 Q2	–	Sell	-556	Closed	-$58K	–	452
2023 Q1	$58K	Buy	556 +1	+0.2%	+$104	0.02%	445
2022 Q4	$56.9K	Sell	555 -82	-13%	-$8.38K	0.03%	332
2022 Q3	$65K	Hold	637	–	–	0.03%	321
2022 Q2	$67K	Buy	637 +1	+0.2%	+$106	0.04%	299
2022 Q1	$69K	Sell	636 -170	-21%	-$18.9K	0.04%	306
2021 Q4	$92K	Buy	806 +281	+54%	+$32.1K	0.05%	274
2021 Q3	$60K	Sell	525 -279	-35%	-$32.3K	0.04%	295
2021 Q2	$93K	Sell	804 -78	-9%	-$9.01K	0.06%	244
2021 Q1	$101K	Sell	882 -123	-12%	-$14.3K	0.08%	214
2020 Q4	$118K	Buy	+1,005	New	+$118K	0.11%	183

Other funds holding GVI

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Accel Wealth Management's GVI Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2023, closing a stake of 556 shares — an estimated $58K sold.

Accel Wealth Management first reported a position in GVI in Q4 2020 and held it in 10 quarters. The position peaked at $118K in Q4 2020. 236 funds tracked by Wall St. Rank hold GVI as of Q2 2023.

Accel Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 556 iShares Intermediate Government/Credit Bond ETF shares in Q2 2023, an estimated $58K.
Accel Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $118K in Q4 2020.
236 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.