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SWMG LLC’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

SWMG LLC’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
Q2 		– Sell
-2,344
Closed -$249K – 126
2025
Q1 		$249K Buy
+2,344
New +$246K 0.1% 100

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 $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
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 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

SWMG LLC's GVI Position: Q2 2025 in Review

SWMG LLC sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2025, closing a stake of 2,344 shares — an estimated $249K sold.

SWMG LLC first reported a position in GVI in Q1 2025 and held it in 1 quarter. The position peaked at $249K in Q1 2025. 280 funds tracked by Wall St. Rank hold GVI as of Q2 2025.

  • SWMG LLC reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2025 after selling out during the quarter.
  • SWMG LLC sold 2,344 iShares Intermediate Government/Credit Bond ETF shares in Q2 2025, an estimated $249K.
  • SWMG LLC first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2025 and held it in 1 quarter.
  • SWMG LLC's iShares Intermediate Government/Credit Bond ETF position peaked at $249K in Q1 2025.
  • 280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2025.

Based on SWMG LLC's 13F filing for Q2 2025, filed 29 Jul 2025.