SSA Swiss Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

SSA Swiss 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	$945K	Hold	8,911	–	–	0.35%	60
2026 Q1	$951K	Hold	8,911	–	–	0.44%	56
2025 Q4	$957K	Hold	8,911	–	–	0.45%	56
2025 Q3	$957K	Hold	8,911	–	–	0.44%	53
2025 Q2	$949K	Buy	8,911 +1,180	+15%	+$125K	0.46%	55
2025 Q1	$820K	Buy	+7,731	New	+$811K	0.42%	59

Other funds holding GVI

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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 22.9% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

SSA Swiss Advisors's GVI Position: Q2 2026 in Review

SSA Swiss Advisors held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2026 at 8,911 shares worth $945K. The position accounts for 0.35% of the portfolio, ranked #60.

SSA Swiss Advisors first reported a position in GVI in Q1 2025 and has held it in 6 quarters since. The position peaked at $957K in Q3 2025. 273 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

SSA Swiss Advisors held 8,911 shares of iShares Intermediate Government/Credit Bond ETF worth $945K as of Q2 2026.
SSA Swiss Advisors left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q2 2026.
iShares Intermediate Government/Credit Bond ETF made up 0.35% of SSA Swiss Advisors's portfolio in Q2 2026, its #60 holding.
SSA Swiss Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2025 and has held it in 6 quarters since.
SSA Swiss Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $957K in Q3 2025.
273 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.