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

Connecticut 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 		$5.17M Buy
48,772
+5,135
+12% +$545K 0.19% 56
2026
Q1 		$4.66M Buy
43,637
+328
+0.8% +$35.2K 0.2% 55
2025
Q4 		$4.65M Buy
+43,309
New +$4.66M 0.2% 59

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

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

Connecticut Wealth Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 12% in Q2 2026, buying an estimated $545K and bringing the position to 48,772 shares worth $5.17M. The position accounts for 0.19% of the portfolio, ranked #56.

Connecticut Wealth Management first reported a position in GVI in Q4 2025 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Connecticut Wealth Management held 48,772 shares of iShares Intermediate Government/Credit Bond ETF worth $5.17M as of Q2 2026.
  • Connecticut Wealth Management bought 5,135 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $545K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.19% of Connecticut Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Connecticut Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.