AO
Advisor OS’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Buy |
5,309
+166
| +3% | +$17.7K | 0.06% | 229 |
|
|
2025
Q1 | $545K | Buy |
5,143
+1,533
| +42% | +$163K | 0.06% | 224 |
|
|
2024
Q4 | $376K | Buy |
3,610
+1,037
| +40% | +$108K | 0.04% | 274 |
|
|
2024
Q3 | $276K | Sell |
2,573
-291
| -10% | -$31.2K | 0.03% | 337 |
|
|
2024
Q2 | $297K | Sell |
2,864
-2,033
| -42% | -$211K | 0.03% | 307 |
|
|
2024
Q1 | $509K | Buy |
4,897
+1,739
| +55% | +$181K | 0.06% | 233 |
|
|
2023
Q4 | $331K | Buy |
+3,158
| New | +$331K | 0.04% | 249 |
|
|
2020
Q3 | – | Sell |
-112,097
| Closed | -$13.2M | – | 119 |
|
|
2020
Q2 | $13.2M | Buy |
+112,097
| New | +$13.2M | 7.87% | 2 |
|