SSA
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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
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

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

SSA Swiss Advisors's GVI Position: Q4 2025 in Review

SSA Swiss Advisors held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q4 2025 at 8,911 shares worth $957K. The position accounts for 0.45% of the portfolio, ranked #56.

SSA Swiss Advisors first reported a position in GVI in Q1 2025 and has held it in 4 quarters since. The position peaked at $957K in Q3 2025. 286 funds tracked by Wall St. Rank hold GVI as of Q4 2025.

  • SSA Swiss Advisors held 8,911 shares of iShares Intermediate Government/Credit Bond ETF worth $957K as of Q4 2025.
  • SSA Swiss Advisors left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q4 2025.
  • iShares Intermediate Government/Credit Bond ETF made up 0.45% of SSA Swiss Advisors's portfolio in Q4 2025, its #56 holding.
  • SSA Swiss Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • SSA Swiss Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $957K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2025.

Based on SSA Swiss Advisors's 13F filing for Q4 2025, filed 26 Feb 2026.