Wiser Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Wiser Wealth Management’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 Q3	–	Sell	-2,350	Closed	-$249K	–	75
2026 Q2	$249K	Buy	+2,350	New	+$250K	0.05%	64
2023 Q1	–	Sell	-6,001	Closed	-$615K	–	35
2022 Q4	$615K	Buy	+6,001	New	+$613K	0.28%	28
2022 Q3	–	Sell	-2,103	Closed	-$222K	–	35
2022 Q2	$222K	Buy	+2,103	New	+$223K	0.12%	36

Other funds holding GVI

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

DT Investment Partners Chadds Ford, Pennsylvania $1.37B AUM 14.49% 1-Year Est. Return

Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Wiser Wealth Management's GVI Position: Q3 2026 in Review

Wiser Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2026, closing a stake of 2,350 shares — an estimated $249K sold.

Wiser Wealth Management first reported a position in GVI in Q2 2022 and held it in 3 quarters. The position peaked at $615K in Q4 2022. 106 funds tracked by Wall St. Rank hold GVI as of Q3 2026.

Wiser Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2026 after selling out during the quarter.
Wiser Wealth Management sold 2,350 iShares Intermediate Government/Credit Bond ETF shares in Q3 2026, an estimated $249K.
Wiser Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2022 and held it in 3 quarters.
Wiser Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $615K in Q4 2022.
106 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.