Atria Investments’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 | $5.17M | Buy |
48,426
+1,242
| +3% | +$133K | 0.06% | 373 |
|
2025
Q1 | $5M | Buy |
47,184
+27,155
| +136% | +$2.88M | 0.06% | 373 |
|
2024
Q4 | $2.09M | Buy |
20,029
+3,381
| +20% | +$352K | 0.03% | 666 |
|
2024
Q3 | $1.78M | Buy |
16,648
+2,488
| +18% | +$266K | 0.02% | 708 |
|
2024
Q2 | $1.47M | Buy |
14,160
+1,698
| +14% | +$176K | 0.02% | 764 |
|
2024
Q1 | $1.3M | Buy |
12,462
+846
| +7% | +$88K | 0.02% | 835 |
|
2023
Q4 | $1.22M | Sell |
11,616
-214
| -2% | -$22.4K | 0.02% | 806 |
|
2023
Q3 | $1.2M | Sell |
11,830
-1,379
| -10% | -$140K | 0.02% | 769 |
|
2023
Q2 | $1.36M | Buy |
13,209
+497
| +4% | +$51.1K | 0.02% | 710 |
|
2023
Q1 | $1.33M | Buy |
12,712
+2,547
| +25% | +$266K | 0.03% | 691 |
|
2022
Q4 | $1.04M | Sell |
10,165
-1,260
| -11% | -$129K | 0.02% | 750 |
|
2022
Q3 | $1.16M | Sell |
11,425
-8,925
| -44% | -$908K | 0.03% | 672 |
|
2022
Q2 | $2.15M | Buy |
20,350
+9,360
| +85% | +$988K | 0.05% | 483 |
|
2022
Q1 | $1.19M | Buy |
10,990
+1,452
| +15% | +$158K | 0.02% | 778 |
|
2021
Q4 | $1.09M | Sell |
9,538
-6,232
| -40% | -$709K | 0.02% | 800 |
|
2021
Q3 | $1.82M | Buy |
15,770
+507
| +3% | +$58.4K | 0.03% | 565 |
|
2021
Q2 | $1.77M | Sell |
15,263
-2,119
| -12% | -$245K | 0.03% | 555 |
|
2021
Q1 | $2M | Buy |
17,382
+2,266
| +15% | +$260K | 0.04% | 455 |
|
2020
Q4 | $1.78M | Buy |
15,116
+2,816
| +23% | +$331K | 0.04% | 456 |
|
2020
Q3 | $1.45M | Buy |
+12,300
| New | +$1.45M | 0.04% | 438 |
|
2020
Q1 | – | Sell |
-5,318
| Closed | -$599K | – | 802 |
|
2019
Q4 | $599K | Buy |
+5,318
| New | +$599K | 0.02% | 717 |
|
2019
Q3 | – | Sell |
-1,921
| Closed | -$218K | – | 911 |
|
2019
Q2 | $218K | Buy |
1,921
+24
| +1% | +$2.72K | 0.01% | 875 |
|
2019
Q1 | $209K | Buy |
+1,897
| New | +$209K | 0.01% | 850 |
|
2018
Q2 | – | Sell |
-1,895
| Closed | -$205K | – | 968 |
|
2018
Q1 | $205K | Buy |
1,895
+53
| +3% | +$5.73K | 0.01% | 808 |
|
2017
Q4 | $202K | Sell |
1,842
-284
| -13% | -$31.1K | 0.01% | 772 |
|
2017
Q3 | $236K | Sell |
2,126
-21
| -1% | -$2.33K | 0.01% | 689 |
|
2017
Q2 | $238K | Buy |
+2,147
| New | +$238K | 0.01% | 641 |
|
2016
Q3 | – | Sell |
-9,703
| Closed | -$1.1M | – | 562 |
|
2016
Q2 | $1.1M | Buy |
9,703
+4,949
| +104% | +$561K | 0.12% | 158 |
|
2016
Q1 | $533K | Buy |
+4,754
| New | +$533K | 0.06% | 238 |
|