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U.S. Capital Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

U.S. Capital 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
2026
Q1 		$227K Buy
2,130
+34
+2% +$3.65K 0.01% 907
2025
Q4 		$225K Hold
2,096
– – 0.01% 890
2025
Q3 		$225K Sell
2,096
-51
-2% -$5.45K 0.01% 863
2025
Q2 		$229K Sell
2,147
-186
-8% -$19.7K 0.01% 797
2025
Q1 		$247K Buy
2,333
+11
+0.5% +$1.15K 0.01% 752
2024
Q4 		$242K Hold
2,322
– – 0.01% 730
2024
Q3 		$249K Sell
2,322
-86
-4% -$9.1K 0.01% 627
2024
Q2 		$250K Buy
2,408
+364
+18% +$37.5K 0.01% 600
2024
Q1 		$213K Hold
2,044
– – 0.01% 636
2023
Q4 		$214K Sell
2,044
-71
-3% -$7.25K 0.01% 622
2023
Q3 		$214K Buy
2,115
+71
+3% +$7.26K 0.01% 584
2023
Q2 		$210K Sell
2,044
-1,362
-40% -$142K 0.01% 617
2023
Q1 		$356K Sell
3,406
-6,813
-67% -$705K 0.02% 499
2022
Q4 		$1.05M Hold
10,219
– – 0.05% 321
2022
Q3 		$1.04M Hold
10,219
– – 0.05% 330
2022
Q2 		$1.08M Hold
10,219
– – 0.05% 338
2022
Q1 		$1.11M Hold
10,219
– – 0.04% 379
2021
Q4 		$1.16M Hold
10,219
– – 0.05% 371
2021
Q3 		$1.18M Buy
+10,219
New +$1.18M 0.05% 356

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

U.S. Capital Wealth Advisors's GVI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 1.6% in Q1 2026, buying an estimated $3.65K and bringing the position to 2,130 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #907.

U.S. Capital Wealth Advisors first reported a position in GVI in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q3 2021. 277 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • U.S. Capital Wealth Advisors held 2,130 shares of iShares Intermediate Government/Credit Bond ETF worth $227K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 34 iShares Intermediate Government/Credit Bond ETF shares in Q1 2026, an estimated $3.65K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #907 holding.
  • U.S. Capital Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $1.18M in Q3 2021.
  • 277 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.