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True Link Financial Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

True Link Financial 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 		– Sell
-905
Closed -$96.5K – 224
2026
Q1 		$96.5K Buy
+905
New +$97.1K 0.01% 154
2025
Q1 		– Sell
-4,262
Closed -$444K – 102
2024
Q4 		$444K Hold
4,262
– – 0.04% 41
2024
Q3 		$456K Hold
4,262
– – 0.04% 40
2024
Q2 		$442K Sell
4,262
-400
-9% -$41.2K 0.04% 40
2024
Q1 		$485K Sell
4,662
-3,500
-43% -$364K 0.05% 43
2023
Q4 		$855K Buy
+8,162
New +$834K 0.09% 32
2022
Q4 		– Sell
-5,231
Closed -$532K – 122
2022
Q3 		$532K Hold
5,231
– – 0.08% 83
2022
Q2 		$552K Sell
5,231
-544
-9% -$57.7K 0.08% 80
2022
Q1 		$627K Buy
5,775
+5,274
+1,053% +$586K 0.09% 78
2021
Q4 		$57K Sell
501
-140
-22% -$16K 0.01% 448
2021
Q3 		$74K Hold
641
– – 0.01% 422
2021
Q2 		$74K Hold
641
– – 0.01% 381
2021
Q1 		$74K Hold
641
– – 0.01% 448
2020
Q4 		$75K Buy
+641
New +$75.3K 0.01% 478

Other funds holding GVI

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
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

True Link Financial Advisors's GVI Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026, closing a stake of 905 shares — an estimated $96.5K sold.

True Link Financial Advisors first reported a position in GVI in Q4 2020 and held it in 14 quarters. The position peaked at $855K in Q4 2023. 270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • True Link Financial Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 905 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $96.5K.
  • True Link Financial Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2020 and held it in 14 quarters.
  • True Link Financial Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $855K in Q4 2023.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.