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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
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

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Independent Solutions Wealth Management's GVI Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 1.9% in Q1 2026, buying an estimated $181K and bringing the position to 90,261 shares worth $9.63M. The position accounts for 1.42% of the portfolio, ranked #13.

Independent Solutions Wealth Management first reported a position in GVI in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.7M in Q1 2021. 276 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Independent Solutions Wealth Management held 90,261 shares of iShares Intermediate Government/Credit Bond ETF worth $9.63M as of Q1 2026.
  • Independent Solutions Wealth Management bought 1,688 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $181K.
  • iShares Intermediate Government/Credit Bond ETF made up 1.42% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Independent Solutions Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Independent Solutions Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $14.7M in Q1 2021.
  • 276 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.