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Sowell Financial Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Sowell Financial Services’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
-3,859
Closed -$414K – 1147
2025
Q4 		$414K Sell
3,859
-1,992
-34% -$214K 0.02% 707
2025
Q3 		$629K Buy
+5,851
New +$625K 0.02% 573
2017
Q1 		– Sell
-65
Closed -$7K – 385
2016
Q4 		$7K Buy
+65
New +$7.21K ﹤0.01% 513

Other funds holding GVI

EB
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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
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

Sowell Financial Services's GVI Position: Q1 2026 in Review

Sowell Financial Services sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2026, closing a stake of 3,859 shares — an estimated $414K sold.

Sowell Financial Services first reported a position in GVI in Q4 2016 and held it in 3 quarters. The position peaked at $629K in Q3 2025. 280 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Sowell Financial Services reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 3,859 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $414K.
  • Sowell Financial Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2016 and held it in 3 quarters.
  • Sowell Financial Services's iShares Intermediate Government/Credit Bond ETF position peaked at $629K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.