AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4K | Hold |
257
| – | – | ﹤0.01% | 1703 |
|
|
2025
Q1 | $27.2K | Sell |
257
-1,591
| -86% | -$169K | ﹤0.01% | 1676 |
|
|
2024
Q4 | $193K | Sell |
1,848
-138
| -7% | -$14.4K | ﹤0.01% | 1284 |
|
|
2024
Q3 | $213K | Buy |
+1,986
| New | +$213K | ﹤0.01% | 1155 |
|
|
2020
Q4 | – | Sell |
-5,316
| Closed | -$626K | – | 1366 |
|
|
2020
Q3 | $626K | Buy |
5,316
+60
| +1% | +$7.07K | 0.01% | 791 |
|
|
2020
Q2 | $619K | Sell |
5,256
-28
| -0.5% | -$3.3K | 0.01% | 779 |
|
|
2020
Q1 | $606K | Sell |
5,284
-655
| -11% | -$75.1K | 0.01% | 619 |
|
|
2019
Q4 | $669K | Buy |
+5,939
| New | +$669K | 0.01% | 640 |
|
|
2018
Q4 | – | Sell |
-6,805
| Closed | -$731K | – | 523 |
|
|
2018
Q3 | $731K | Buy |
+6,805
| New | +$731K | 0.04% | 265 |
|