1834 Investment Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,786
Closed -$287K 236
2023
Q2
$287K Hold
2,786
0.03% 206
2023
Q1
$291K Hold
2,786
0.03% 202
2022
Q4
$285K Sell
2,786
-460
-14% -$47.1K 0.04% 158
2022
Q3
$330K Sell
3,246
-905
-22% -$92K 0.05% 154
2022
Q2
$438K Sell
4,151
-227
-5% -$24K 0.06% 134
2022
Q1
$475K Hold
4,378
0.06% 138
2021
Q4
$498K Hold
4,378
0.06% 133
2021
Q3
$504K Sell
4,378
-420
-9% -$48.4K 0.06% 132
2021
Q2
$555K Sell
4,798
-32
-0.7% -$3.7K 0.07% 127
2021
Q1
$555K Sell
4,830
-40
-0.8% -$4.6K 0.07% 123
2020
Q4
$573K Sell
4,870
-514
-10% -$60.5K 0.08% 118
2020
Q3
$634K Hold
5,384
0.09% 107
2020
Q2
$634K Hold
5,384
0.1% 105
2020
Q1
$618K Sell
5,384
-360
-6% -$41.3K 0.12% 105
2019
Q4
$647K Sell
5,744
-20
-0.3% -$2.25K 0.1% 108
2019
Q3
$653K Hold
5,764
0.09% 111
2019
Q2
$647K Hold
5,764
0.1% 104
2019
Q1
$636K Hold
5,764
0.1% 109
2018
Q4
$624K Sell
5,764
-320
-5% -$34.6K 0.1% 112
2018
Q3
$653K Hold
6,084
0.1% 113
2018
Q2
$656K Hold
6,084
0.1% 109
2018
Q1
$659K Hold
6,084
0.11% 110
2017
Q4
$668K Hold
6,084
0.11% 117
2017
Q3
$675K Hold
6,084
0.13% 101
2017
Q2
$673K Sell
6,084
-731
-11% -$80.9K 0.13% 106
2017
Q1
$751K Sell
6,815
-318
-4% -$35K 0.14% 102
2016
Q4
$784K Sell
7,133
-408
-5% -$44.8K 0.16% 101
2016
Q3
$851K Sell
7,541
-427
-5% -$48.2K 0.18% 92
2016
Q2
$903K Buy
7,968
+302
+4% +$34.2K 0.2% 98
2016
Q1
$859K Buy
7,666
+94
+1% +$10.5K 0.2% 95
2015
Q4
$830K Sell
7,572
-71
-0.9% -$7.78K 0.2% 97
2015
Q3
$849K Buy
+7,643
New +$849K 0.21% 99