Accel Wealth Management’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
Q2 | – | Sell |
-556
| Closed | -$58K | – | 453 |
|
|
2023
Q1 | $58K | Buy |
556
+1
| +0.2% | +$104 | 0.02% | 445 |
|
|
2022
Q4 | $56.9K | Sell |
555
-82
| -13% | -$8.4K | 0.03% | 332 |
|
|
2022
Q3 | $65K | Hold |
637
| – | – | 0.03% | 321 |
|
|
2022
Q2 | $67K | Buy |
637
+1
| +0.2% | +$105 | 0.04% | 299 |
|
|
2022
Q1 | $69K | Sell |
636
-170
| -21% | -$18.4K | 0.04% | 306 |
|
|
2021
Q4 | $92K | Buy |
806
+281
| +54% | +$32.1K | 0.05% | 274 |
|
|
2021
Q3 | $60K | Sell |
525
-279
| -35% | -$31.9K | 0.04% | 295 |
|
|
2021
Q2 | $93K | Sell |
804
-78
| -9% | -$9.02K | 0.06% | 244 |
|
|
2021
Q1 | $101K | Sell |
882
-123
| -12% | -$14.1K | 0.08% | 214 |
|
|
2020
Q4 | $118K | Buy |
+1,005
| New | +$118K | 0.11% | 183 |
|