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iShares Brclys Intrdte Gov/Crt Bd shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of iShares Brclys Intrdte Gov/Crt Bd (GVI) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in iShares Brclys Intrdte Gov/Crt Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares Brclys Intrdte Gov/Crt Bd held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Brclys Intrdte Gov/Crt Bd by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 10k 106.10
2025-12-31 $812k 7.6k 107.34

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)

View all positions for Axxcess Wealth Management

Top funds holding iShares Brclys Intrdte Gov/Crt Bd

Choate Investment Advisors
Eastern Bank
Stifel Financial
Bank of America Corporation
CIBC Bancorp USA
Midwest Trust
Envestnet Asset Management
Keybank National Association
Fifth Third Bancorp
German American Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Pnc Financial Services
Bank of New York Mellon
Pinnacle Financial Partners

View all funds holding iShares Brclys Intrdte Gov/Crt Bd