Avantax Advisory Services’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 | $5.05M | Buy |
47,327
+5,062
| +12% | +$541K | 0.03% | 446 |
|
|
2025
Q1 | $4.48M | Sell |
42,265
-19,167
| -31% | -$2.03M | 0.03% | 448 |
|
|
2024
Q4 | $6.4M | Buy |
61,432
+23,834
| +63% | +$2.48M | 0.04% | 327 |
|
|
2024
Q3 | $4.03M | Sell |
37,598
-396
| -1% | -$42.4K | 0.03% | 453 |
|
|
2024
Q2 | $3.94M | Buy |
37,994
+25,691
| +209% | +$2.66M | 0.03% | 440 |
|
|
2024
Q1 | $1.28M | Sell |
12,303
-1,560
| -11% | -$162K | 0.01% | 671 |
|
|
2023
Q4 | $1.45M | Buy |
+13,863
| New | +$1.45M | 0.01% | 599 |
|
|
2023
Q2 | – | Sell |
-2,079
| Closed | -$217K | – | 1533 |
|
|
2023
Q1 | $217K | Sell |
2,079
-18,721
| -90% | -$1.96M | ﹤0.01% | 1327 |
|
|
2022
Q4 | $2.13M | Buy |
20,800
+16,692
| +406% | +$1.71M | 0.03% | 409 |
|
|
2022
Q3 | $418K | Sell |
4,108
-8,722
| -68% | -$887K | 0.01% | 859 |
|
|
2022
Q2 | $1.35M | Buy |
+12,830
| New | +$1.35M | 0.02% | 471 |
|
|
2022
Q1 | – | Sell |
-11,430
| Closed | -$1.3M | – | 1320 |
|
|
2021
Q4 | $1.3M | Buy |
+11,430
| New | +$1.3M | 0.02% | 455 |
|
|
2020
Q4 | – | Sell |
-8,861
| Closed | -$1.04M | – | 1104 |
|
|
2020
Q3 | $1.04M | Buy |
+8,861
| New | +$1.04M | 0.02% | 527 |
|
|
2020
Q2 | – | Sell |
-2,121
| Closed | -$243K | – | 871 |
|
|
2020
Q1 | $243K | Buy |
+2,121
| New | +$243K | 0.01% | 656 |
|