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

Clearstead 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 		$500K Buy
4,708
+30
+0.6% +$3.19K ﹤0.01% 759
2026
Q1 		$499K Buy
4,678
+20
+0.4% +$2.15K ﹤0.01% 708
2025
Q4 		$500K Buy
4,658
+38
+0.8% +$4.09K 0.01% 658
2025
Q3 		$496K Buy
4,620
+494
+12% +$52.8K 0.01% 631
2025
Q2 		$441K Buy
4,126
+24
+0.6% +$2.54K 0.01% 641
2025
Q1 		$435K Buy
4,102
+15
+0.4% +$1.57K 0.01% 617
2024
Q4 		$426K Buy
4,087
+31
+0.8% +$3.26K 0.01% 621
2024
Q3 		$434K Buy
4,056
+22
+0.5% +$2.33K 0.01% 606
2024
Q2 		$418K Buy
4,034
+7
+0.2% +$722 0.01% 579
2024
Q1 		$414K Buy
4,027
+300
+8% +$31.2K 0.02% 339
2023
Q4 		$390K Buy
3,727
+23
+0.6% +$2.35K 0.02% 355
2023
Q3 		$375K Buy
3,704
+1,406
+61% +$144K 0.02% 336
2023
Q2 		$236K Buy
2,298
+15
+0.7% +$1.56K 0.01% 409
2023
Q1 		$239K Buy
2,283
+10
+0.4% +$1.03K 0.02% 370
2022
Q4 		$233K Buy
2,273
+16
+0.7% +$1.64K 0.02% 360
2022
Q3 		$229K Buy
2,257
+11
+0.5% +$1.16K 0.02% 350
2022
Q2 		$237K Buy
2,246
+9
+0.4% +$955 0.02% 355
2022
Q1 		$243K Buy
2,237
+5
+0.2% +$555 0.02% 380
2021
Q4 		$254K Buy
2,232
+10
+0.5% +$1.14K 0.02% 353
2021
Q3 		$256K Buy
2,222
+8
+0.4% +$927 0.02% 338
2021
Q2 		$256K Buy
2,214
+162
+8% +$18.7K 0.02% 312
2021
Q1 		$236K Buy
2,052
+5
+0.2% +$582 0.02% 312
2020
Q4 		$241K Buy
2,047
+166
+9% +$19.5K 0.02% 289
2020
Q3 		$222K Buy
1,881
+149
+9% +$17.6K 0.02% 269
2020
Q2 		$204K Buy
1,732
+36
+2% +$4.2K 0.02% 264
2020
Q1 		$195K Sell
1,696
-120
-7% -$13.7K 0.03% 242
2019
Q4 		$205K Buy
1,816
+13
+0.7% +$1.47K 0.02% 272
2019
Q3 		$204K Buy
1,803
+10
+0.6% +$1.13K 0.03% 259
2019
Q2 		$201K Buy
+1,793
New +$198K 0.03% 268
2017
Q4 		– Sell
-1,881
Closed -$209K – 239
2017
Q3 		$209K Buy
+1,881
New +$209K 0.03% 235

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

Clearstead Advisors's GVI Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.64% in Q2 2026, buying an estimated $3.19K and bringing the position to 4,708 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Clearstead Advisors first reported a position in GVI in Q3 2017 and has held it in 30 quarters since. The position peaked at $500K in Q4 2025. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Clearstead Advisors held 4,708 shares of iShares Intermediate Government/Credit Bond ETF worth $500K as of Q2 2026.
  • Clearstead Advisors bought 30 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $3.19K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #759 holding.
  • Clearstead Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2017 and has held it in 30 quarters since.
  • Clearstead Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $500K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.