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

Maridea 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	–	Sell	-6,568	Closed	-$705K	–	478
2025 Q4	$705K	Sell	6,568 -854	-12%	-$91.8K	0.11%	189
2025 Q3	$801K	Buy	7,422 +438	+6%	+$46.8K	0.12%	161
2025 Q2	$746K	Hold	6,984	–	–	0.19%	100
2025 Q1	$740K	Buy	6,984 +1,676	+32%	+$176K	0.24%	75
2024 Q4	$553K	Buy	+5,308	New	+$558K	0.18%	96

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

Maridea Wealth Management's GVI Position: Q1 2026 in Review

Maridea Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2026, closing a stake of 6,568 shares — an estimated $705K sold.

Maridea Wealth Management first reported a position in GVI in Q4 2024 and held it in 5 quarters. The position peaked at $801K in Q3 2025. 280 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

Maridea Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2026 after selling out during the quarter.
Maridea Wealth Management sold 6,568 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $705K.
Maridea Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2024 and held it in 5 quarters.
Maridea Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $801K in Q3 2025.
280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.