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

Wealthstar 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	$2.73M	Sell	25,692 -445	-2%	-$47.3K	0.79%	12
2026 Q1	$2.79M	Sell	26,137 -2,467	-9%	-$265K	1.31%	9
2025 Q4	$3.07M	Sell	28,604 -3,073	-10%	-$330K	1.35%	9
2025 Q3	$3.4M	Sell	31,677 -4,703	-13%	-$502K	1.34%	13
2025 Q2	$3.88M	Sell	36,380 -11,783	-24%	-$1.25M	1.46%	10
2025 Q1	$5.11M	Sell	48,163 -11,001	-19%	-$1.15M	2.34%	10
2024 Q4	$6.17M	Buy	+59,164	New	+$6.22M	2.68%	6
2024 Q2	–	Sell	-124,998	Closed	-$13M	–	67
2024 Q1	$13M	Sell	124,998 -2,238	-2%	-$233K	4.53%	4
2023 Q4	$13.3M	Sell	127,236 -11,518	-8%	-$1.18M	2.13%	5
2023 Q3	$14.1M	Sell	138,754 -74,395	-35%	-$7.61M	5.4%	5
2023 Q2	$21.9M	Sell	213,149 -4,001	-2%	-$416K	9.22%	4
2023 Q1	$22.7M	Buy	217,150 +2,661	+1%	+$275K	8.61%	5
2022 Q4	$22M	Sell	214,489 -968	-0.4%	-$98.9K	10%	4
2022 Q3	$21.9M	Buy	215,457 +6,583	+3%	+$691K	10.43%	4
2022 Q2	$22M	Sell	208,874 -13,032	-6%	-$1.38M	8.5%	5
2022 Q1	$24.7M	Buy	221,906 +4,106	+2%	+$456K	9.14%	4
2021 Q4	$24.8M	Buy	217,800 +13,478	+7%	+$1.54M	8.5%	4
2021 Q3	$23.5M	Buy	204,322 +4,989	+3%	+$578K	7.11%	5
2021 Q2	$23.1M	Buy	+199,333	New	+$23M	7.23%	5
2020 Q1	$17.6M	Sell	153,454 -7,395	-5%	-$842K	12.4%	4
2019 Q4	$18.1M	Buy	160,849 +14,337	+10%	+$1.62M	11.17%	4
2019 Q3	$16.6M	Buy	146,512 +11,405	+8%	+$1.29M	9.25%	5
2019 Q2	$15.2M	Buy	135,107 +6,530	+5%	+$723K	8.87%	5
2019 Q1	$14.2M	Buy	128,577 +2,691	+2%	+$293K	8.71%	5
2018 Q4	$13.6M	Buy	125,886 +1,211	+1%	+$130K	10.19%	4
2018 Q3	$13.4M	Buy	124,675 +1,609	+1%	+$173K	7.89%	5
2018 Q2	$13.2M	Buy	123,066 +8,679	+8%	+$933K	4.04%	5
2018 Q1	$12.4M	Buy	+114,387	New	+$12.4M	3.7%	5

Other funds holding GVI

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Wealthstar Advisors's GVI Position: Q2 2026 in Review

Wealthstar Advisors reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 1.7% in Q2 2026, selling an estimated $47.3K and leaving 25,692 shares worth $2.73M. The position accounts for 0.79% of the portfolio, ranked #12.

Wealthstar Advisors first reported a position in GVI in Q1 2018 and has held it in 28 quarters since. The position peaked at $24.8M in Q4 2021. 272 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Wealthstar Advisors held 25,692 shares of iShares Intermediate Government/Credit Bond ETF worth $2.73M as of Q2 2026.
Wealthstar Advisors sold 445 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $47.3K.
iShares Intermediate Government/Credit Bond ETF made up 0.79% of Wealthstar Advisors's portfolio in Q2 2026, its #12 holding.
Wealthstar Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2018 and has held it in 28 quarters since.
Wealthstar Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $24.8M in Q4 2021.
272 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.