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

Stratos 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
2025
Q1 		– Sell
-1,965
Closed -$205K – 699
2024
Q4 		$205K Sell
1,965
-388
-16% -$40.8K 0.01% 675
2024
Q3 		$252K Buy
+2,353
New +$249K 0.01% 649

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Stratos Wealth Advisors's GVI Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2025, closing a stake of 1,965 shares — an estimated $205K sold.

Stratos Wealth Advisors first reported a position in GVI in Q3 2024 and held it in 2 quarters. The position peaked at $252K in Q3 2024. 270 funds tracked by Wall St. Rank hold GVI as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,965 iShares Intermediate Government/Credit Bond ETF shares in Q1 2025, an estimated $205K.
  • Stratos Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2024 and held it in 2 quarters.
  • Stratos Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $252K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.