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

Independent Solutions 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 		$9.65M Buy
90,932
+671
+0.7% +$71.3K 1.26% 15
2026
Q1 		$9.63M Buy
90,261
+1,688
+2% +$181K 1.42% 13
2025
Q4 		$9.51M Sell
88,573
-4,365
-5% -$469K 1.75% 14
2025
Q3 		$9.99M Buy
92,938
+161
+0.2% +$17.2K 1.77% 13
2025
Q2 		$9.91M Buy
92,777
+13
+0% +$1.38K 1.93% 12
2025
Q1 		$9.83M Buy
92,764
+1,067
+1% +$112K 2.2% 8
2024
Q4 		$9.56M Sell
91,697
-27,584
-23% -$2.9M 2.09% 10
2024
Q3 		$12.8M Sell
119,281
-1,818
-2% -$192K 2.89% 7
2024
Q2 		$12.6M Buy
121,099
+868
+0.7% +$89.5K 2.88% 7
2024
Q1 		$12.5M Buy
120,231
+7,163
+6% +$745K 2.97% 5
2023
Q4 		$11.8M Sell
113,068
-2,422
-2% -$247K 3.04% 6
2023
Q3 		$11.7M Buy
115,490
+3,274
+3% +$335K 3.04% 6
2023
Q2 		$11.5M Sell
112,216
-1,876
-2% -$195K 2.91% 7
2023
Q1 		$11.9M Buy
114,092
+529
+0.5% +$54.8K 3.51% 5
2022
Q4 		$11.6M Buy
113,563
+13,773
+14% +$1.41M 3.54% 5
2022
Q3 		$10.1M Sell
99,790
-3,117
-3% -$327K 3.33% 5
2022
Q2 		$10.9M Sell
102,907
-8,176
-7% -$868K 3.39% 5
2022
Q1 		$12.1M Sell
111,083
-1,713
-2% -$190K 2.84% 7
2021
Q4 		$12.8M Sell
112,796
-6,808
-6% -$778K 3.03% 6
2021
Q3 		$13.8M Sell
119,604
-6,960
-5% -$807K 3.41% 5
2021
Q2 		$14.6M Sell
126,564
-1,726
-1% -$199K 3.55% 4
2021
Q1 		$14.7M Buy
128,290
+28,453
+28% +$3.31M 4.05% 4
2020
Q4 		$11.7M Buy
99,837
+15,242
+18% +$1.79M 3.67% 5
2020
Q3 		$9.96M Buy
84,595
+16,455
+24% +$1.94M 3.8% 5
2020
Q2 		$8.02M Buy
68,140
+8,931
+15% +$1.04M 3.43% 5
2020
Q1 		$6.79M Sell
59,209
-4,902
-8% -$558K 3.75% 5
2019
Q4 		$7.22M Buy
+64,111
New +$7.24M 3.2% 7

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

Independent Solutions Wealth Management's GVI Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.74% in Q2 2026, buying an estimated $71.3K and bringing the position to 90,932 shares worth $9.65M. The position accounts for 1.26% of the portfolio, ranked #15.

Independent Solutions Wealth Management first reported a position in GVI in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.7M in Q1 2021. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Independent Solutions Wealth Management held 90,932 shares of iShares Intermediate Government/Credit Bond ETF worth $9.65M as of Q2 2026.
  • Independent Solutions Wealth Management bought 671 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $71.3K.
  • iShares Intermediate Government/Credit Bond ETF made up 1.26% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Independent Solutions Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $14.7M in Q1 2021.
  • 273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

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