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 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 $6.53B AUM 30.05% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Wiser Wealth Management's GVI Position: Q2 2026 in Review

Wiser Wealth Management opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026: 2,350 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #64 among its holdings. This is a return to the name: Wiser Wealth Management previously reported a position in GVI as recently as Q4 2022.

Wiser Wealth Management first reported a position in GVI in Q2 2022 and has held it in 3 quarters since. The position peaked at $615K in Q4 2022. 40 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

Wiser Wealth Management held 2,350 shares of iShares Intermediate Government/Credit Bond ETF worth $249K as of Q2 2026.
iShares Intermediate Government/Credit Bond ETF was a new Wiser Wealth Management position in Q2 2026.
iShares Intermediate Government/Credit Bond ETF made up 0.05% of Wiser Wealth Management's portfolio in Q2 2026, its #64 holding.
Wiser Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2022 and has held it in 3 quarters since.
Wiser Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $615K in Q4 2022.
40 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.