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Sound Income Strategies’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Sound Income Strategies’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 		– Sell
-234
Closed -$24.9K – 1268
2026
Q1 		$24.9K Hold
234
– – ﹤0.01% 1096
2025
Q4 		$25.1K Hold
234
– – ﹤0.01% 1059
2025
Q3 		$25.1K Hold
234
– – ﹤0.01% 750
2025
Q2 		$25K Hold
234
– – ﹤0.01% 701
2025
Q1 		$24.8K Hold
234
– – ﹤0.01% 675
2024
Q4 		$24.4K Buy
234
+1
+0.4% +$105 ﹤0.01% 638
2024
Q3 		$24.9K Buy
233
+2
+0.9% +$212 ﹤0.01% 593
2024
Q2 		$23.9K Buy
231
+1
+0.4% +$103 ﹤0.01% 589
2024
Q1 		$23.9K Hold
230
– – ﹤0.01% 565
2023
Q4 		$24.1K Hold
230
– – ﹤0.01% 557
2023
Q3 		$23.3K Hold
230
– – ﹤0.01% 411
2023
Q2 		$23.7K Hold
230
– – ﹤0.01% 403
2023
Q1 		$24K Hold
230
– – ﹤0.01% 388
2022
Q4 		$23.6K Hold
230
– – ﹤0.01% 368
2022
Q3 		$23K Hold
230
– – ﹤0.01% 338
2022
Q2 		$24K Hold
230
– – ﹤0.01% 325
2022
Q1 		$25K Sell
230
-70
-23% -$7.78K ﹤0.01% 324
2021
Q4 		$34K Buy
300
+283
+1,665% +$32.3K ﹤0.01% 285
2021
Q3 		$2K Hold
17
– – ﹤0.01% 689
2021
Q2 		$2K Hold
17
– – ﹤0.01% 726
2021
Q1 		$1.95K Buy
+17
New +$1.98K ﹤0.01% 773

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Sound Income Strategies's GVI Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 234 shares — an estimated $24.9K sold.

Sound Income Strategies first reported a position in GVI in Q1 2021 and held it in 21 quarters. The position peaked at $34K in Q4 2021. 217 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 234 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $24.9K.
  • Sound Income Strategies first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2021 and held it in 21 quarters.
  • Sound Income Strategies's iShares Intermediate Government/Credit Bond ETF position peaked at $34K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.