Laurel Wealth Advisors (North Carolina)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-20	Closed	-$2.15K	–	377
2025 Q4	$2.15K	Buy	+20	New	+$2.15K	﹤0.01%	604
2025 Q2	–	Sell	-20	Closed	-$2.12K	–	382
2025 Q1	$2.12K	Hold	20	–	–	﹤0.01%	593
2024 Q4	$2.08K	Sell	20 -90	-82%	-$9.46K	﹤0.01%	625
2024 Q3	$11.8K	Hold	110	–	–	﹤0.01%	447
2024 Q2	$11.4K	Hold	110	–	–	﹤0.01%	416
2024 Q1	$11.4K	Hold	110	–	–	﹤0.01%	427
2023 Q4	$11.5K	Hold	110	–	–	﹤0.01%	393
2023 Q3	$11.1K	Hold	110	–	–	﹤0.01%	397
2023 Q2	$11.3K	Hold	110	–	–	﹤0.01%	401
2023 Q1	$11.5K	Buy	+110	New	+$11.4K	﹤0.01%	397

Other funds holding GVI

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Laurel Wealth Advisors (North Carolina)'s GVI Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2026, closing a stake of 20 shares — an estimated $2.15K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in GVI in Q1 2023 and held it in 10 quarters. The position peaked at $11.8K in Q3 2024. 280 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 20 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $2.15K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2023 and held it in 10 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Intermediate Government/Credit Bond ETF position peaked at $11.8K in Q3 2024.
280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.