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RAFFA WEALTH MANAGEMENT, LLC’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
2026
Q2 		$602K Buy
5,676
+1
+0% +$106 0.08% 55
2026
Q1 		$605K Sell
5,675
-48,137
-89% -$5.16M 0.09% 54
2025
Q4 		$5.78M Sell
53,812
-2,038
-4% -$219K 0.89% 21
2025
Q3 		$6M Buy
55,850
+4,939
+10% +$528K 1.08% 18
2025
Q2 		$5.44M Buy
50,911
+365
+0.7% +$38.6K 1.09% 18
2025
Q1 		$5.36M Buy
50,546
+27
+0.1% +$2.83K 1.22% 15
2024
Q4 		$5.27M Buy
50,519
+30
+0.1% +$3.15K 1.23% 16
2024
Q3 		$5.41M Sell
50,489
-3,463
-6% -$367K 1.31% 15
2024
Q2 		$5.6M Buy
53,952
+3,588
+7% +$370K 1.59% 11
2024
Q1 		$5.24M Sell
50,364
-24,858
-33% -$2.59M 1.56% 13
2023
Q4 		$7.88M Buy
75,222
+61
+0.1% +$6.23K 2.39% 10
2023
Q3 		$7.62M Buy
75,161
+49
+0.1% +$5.01K 2.59% 9
2023
Q2 		$7.73M Buy
75,112
+47
+0.1% +$4.89K 2.64% 9
2023
Q1 		$7.84M Buy
75,065
+18,055
+32% +$1.87M 2.85% 9
2022
Q4 		$5.84M Sell
57,010
-1,275
-2% -$130K 2.39% 10
2022
Q3 		$5.93M Buy
58,285
+18,633
+47% +$1.96M 2.62% 8
2022
Q2 		$4.19M Buy
39,652
+14,788
+59% +$1.57M 1.91% 10
2022
Q1 		$2.7M Buy
24,864
+4,540
+22% +$504K 1% 11
2021
Q4 		$2.31M Buy
20,324
+84
+0.4% +$9.6K 0.76% 16
2021
Q3 		$2.33M Sell
20,240
-282
-1% -$32.7K 0.81% 15
2021
Q2 		$2.37M Buy
20,522
+2,585
+14% +$298K 0.82% 15
2021
Q1 		$2.06M Buy
17,937
+14
+0.1% +$1.63K 0.73% 16
2020
Q4 		$2.11M Buy
17,923
+4,578
+34% +$538K 0.75% 15
2020
Q3 		$1.57M Buy
13,345
+276
+2% +$32.5K 0.59% 16
2020
Q2 		$1.54M Sell
13,069
-932
-7% -$109K 0.59% 16
2020
Q1 		$1.61M Buy
14,001
+458
+3% +$52.2K 0.6% 13
2019
Q4 		$1.53M Sell
13,543
-7,994
-37% -$903K 0.53% 15
2019
Q3 		$2.44M Buy
+21,537
New +$2.43M 0.87% 9
2019
Q2 		– Sell
-14,648
Closed -$1.62M – 1000
2019
Q1 		$1.62M Sell
14,648
-33
-0.2% -$3.59K 0.65% 9
2018
Q4 		$1.59M Sell
14,681
-4,908
-25% -$526K 0.61% 15
2018
Q3 		$2.1M Buy
19,589
+4,857
+33% +$522K 0.74% 15
2018
Q2 		$1.59M Sell
14,732
-33,094
-69% -$3.56M 0.59% 18
2018
Q1 		$5.18M Sell
47,826
-203,052
-81% -$22M 1.89% 7
2017
Q4 		$27.5M Buy
250,878
+2,678
+1% +$295K 10.67% 3
2017
Q3 		$27.5M Buy
248,200
+2,962
+1% +$329K 11.21% 3
2017
Q2 		$27.1M Buy
245,238
+22,139
+10% +$2.45M 11.74% 3
2017
Q1 		$24.6M Buy
223,099
+26,259
+13% +$2.89M 11.96% 3
2016
Q4 		$21.6M Buy
196,840
+1,182
+0.6% +$131K 11.33% 3
2016
Q3 		$22.1M Buy
195,658
+504
+0.3% +$56.9K 11.92% 3
2016
Q2 		$22.1M Buy
195,154
+12,169
+7% +$1.36M 12.24% 3
2016
Q1 		$20.5M Buy
182,985
+253
+0.1% +$28.1K 11.76% 3
2015
Q4 		$20M Buy
182,732
+3,586
+2% +$396K 11.98% 3
2015
Q3 		$19.9M Sell
179,146
-2,292
-1% -$254K 11.88% 3
2015
Q2 		$20.1M Sell
181,438
-4,867
-3% -$541K 11.96% 3
2015
Q1 		$20.8M Sell
186,305
-1,540
-0.8% -$172K 12.27% 3
2014
Q4 		$20.8M Buy
187,845
+1,055
+0.6% +$117K 12.57% 3
2014
Q3 		$20.6M Buy
186,790
+896
+0.5% +$99.1K 15.54% 3
2014
Q2 		$20.6M Buy
185,894
+19,293
+12% +$2.13M 15.76% 3
2014
Q1 		$18.3M Sell
166,601
-21,244
-11% -$2.34M 14.92% 3
2013
Q4 		$20.8M Buy
+187,845
New +$20.7M 12.57% 3

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's GVI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.02% in Q2 2026, buying an estimated $106 and bringing the position to 5,676 shares worth $602K. The position accounts for 0.08% of the portfolio, ranked #55.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in GVI in Q4 2013 and has held it in 50 quarters since. The position peaked at $27.5M in Q4 2017. 83 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 5,676 shares of iShares Intermediate Government/Credit Bond ETF worth $602K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 1 iShares Intermediate Government/Credit Bond ETF share in Q2 2026, an estimated $106.
  • iShares Intermediate Government/Credit Bond ETF made up 0.08% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #55 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares Intermediate Government/Credit Bond ETF position peaked at $27.5M in Q4 2017.
  • 83 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.