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

Midland Wealth 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
2026
Q2 		$513K Sell
4,838
-152
-3% -$16.1K 0.02% 108
2026
Q1 		$532K Hold
4,990
– – 0.03% 106
2025
Q4 		$536K Hold
4,990
– – 0.03% 104
2025
Q3 		$536K Buy
+4,990
New +$533K 0.03% 110

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

Midland Wealth Advisors's GVI Position: Q2 2026 in Review

Midland Wealth Advisors reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 3% in Q2 2026, selling an estimated $16.1K and leaving 4,838 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #108.

Midland Wealth Advisors first reported a position in GVI in Q3 2025 and has held it in 4 quarters since. The position peaked at $536K in Q3 2025. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Midland Wealth Advisors held 4,838 shares of iShares Intermediate Government/Credit Bond ETF worth $513K as of Q2 2026.
  • Midland Wealth Advisors sold 152 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $16.1K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.02% of Midland Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Midland Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Midland Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $536K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.