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

FSA 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
2025 Q2	–	Sell	-2,619	Closed	-$278K	–	187
2025 Q1	$278K	Buy	+2,619	New	+$275K	0.22%	138
2024 Q4	–	Sell	-2,411	Closed	-$258K	–	156
2024 Q3	$258K	Buy	+2,411	New	+$255K	0.26%	114
2024 Q2	–	Sell	-2,405	Closed	-$250K	–	136
2024 Q1	$250K	Sell	2,405 -153	-6%	-$15.9K	0.27%	112
2023 Q4	$268K	Buy	+2,558	New	+$261K	0.33%	89

Other funds holding GVI

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

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

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

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

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

GAB

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

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

FSA Advisors's GVI Position: Q2 2025 in Review

FSA Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2025, closing a stake of 2,619 shares — an estimated $278K sold.

FSA Advisors first reported a position in GVI in Q4 2023 and held it in 4 quarters. The position peaked at $278K in Q1 2025. 280 funds tracked by Wall St. Rank hold GVI as of Q2 2025.

FSA Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2025 after selling out during the quarter.
FSA Advisors sold 2,619 iShares Intermediate Government/Credit Bond ETF shares in Q2 2025, an estimated $278K.
FSA Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and held it in 4 quarters.
FSA Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $278K in Q1 2025.
280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2025.

Based on FSA Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.