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

Opal 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 		$2.45M Buy
23,104
+2,287
+11% +$243K 0.53% 24
2026
Q1 		$2.22M Buy
20,817
+1,339
+7% +$144K 0.5% 25
2025
Q4 		$2.09M Sell
19,478
-195
-1% -$21K 0.55% 28
2025
Q3 		$2.11M Buy
19,673
+1,214
+7% +$130K 0.59% 25
2025
Q2 		$1.97M Sell
18,459
-16,070
-47% -$1.7M 0.55% 23
2025
Q1 		$3.66M Buy
34,529
+5,923
+21% +$621K 1.13% 12
2024
Q4 		$2.98M Buy
28,606
+3,998
+16% +$420K 0.89% 20
2024
Q3 		$2.64M Buy
24,608
+2,303
+10% +$244K 0.83% 23
2024
Q2 		$2.31M Buy
22,305
+1,407
+7% +$145K 0.74% 22
2024
Q1 		$2.17M Buy
20,898
+3,250
+18% +$338K 0.74% 24
2023
Q4 		$1.85M Sell
17,648
-725
-4% -$74.1K 0.73% 24
2023
Q3 		$1.86M Buy
18,373
+7,345
+67% +$751K 1.09% 13
2023
Q2 		$1.13M Buy
11,028
+1,058
+11% +$110K 0.57% 20
2023
Q1 		$1.04M Buy
9,970
+1,529
+18% +$158K 0.61% 18
2022
Q4 		$865K Buy
8,441
+812
+11% +$83K 0.48% 32
2022
Q3 		$776K Sell
7,629
-134
-2% -$14.1K 0.57% 25
2022
Q2 		$819K Buy
7,763
+298
+4% +$31.6K 0.54% 26
2022
Q1 		$810K Buy
7,465
+207
+3% +$23K 0.71% 21
2021
Q4 		$826K Buy
7,258
+379
+6% +$43.3K 0.52% 35
2021
Q3 		$792K Sell
6,879
-1,001
-13% -$116K 0.76% 22
2021
Q2 		$911K Buy
7,880
+1,177
+18% +$136K 0.85% 20
2021
Q1 		$770K Buy
6,703
+1,104
+20% +$128K 0.84% 20
2020
Q4 		$659K Buy
+5,599
New +$658K 0.83% 20

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

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

Opal Wealth Advisors increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 11% in Q2 2026, buying an estimated $243K and bringing the position to 23,104 shares worth $2.45M. The position accounts for 0.53% of the portfolio, ranked #24.

Opal Wealth Advisors first reported a position in GVI in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.66M in Q1 2025. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Opal Wealth Advisors held 23,104 shares of iShares Intermediate Government/Credit Bond ETF worth $2.45M as of Q2 2026.
  • Opal Wealth Advisors bought 2,287 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $243K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.53% of Opal Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Opal Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $3.66M in Q1 2025.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.