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

Axxcess 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 		$1.09M Buy
+10,290
New +$1.09M 0.02% 508
2026
Q1 		– Sell
-7,563
Closed -$812K – 646
2025
Q4 		$812K Buy
+7,563
New +$813K 0.01% 558

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

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

Axxcess Wealth Management opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026: 10,290 shares worth $1.09M. The stake represents 0.02% of the portfolio and ranks #508 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in GVI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in GVI in Q4 2025 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Axxcess Wealth Management held 10,290 shares of iShares Intermediate Government/Credit Bond ETF worth $1.09M as of Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares Intermediate Government/Credit Bond ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #508 holding.
  • Axxcess Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.