Aveo Capital Partners’s iShares Government/Credit Bond ETF GBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-36,589
| Closed | -$3.74M | – | 233 |
|
2024
Q4 | $3.74M | Buy |
36,589
+261
| +0.7% | +$26.7K | 0.41% | 67 |
|
2024
Q3 | $3.88M | Buy |
36,328
+1,084
| +3% | +$116K | 0.41% | 70 |
|
2024
Q2 | $3.62M | Buy |
35,244
+455
| +1% | +$46.7K | 0.41% | 71 |
|
2024
Q1 | $3.54M | Buy |
34,789
+659
| +2% | +$67.1K | 0.39% | 73 |
|
2023
Q4 | $3.59M | Sell |
34,130
-4,472
| -12% | -$471K | 0.43% | 70 |
|
2023
Q3 | $3.86M | Buy |
38,602
+35,031
| +981% | +$3.51M | 0.51% | 62 |
|
2023
Q2 | $371K | Sell |
3,571
-109
| -3% | -$11.3K | 0.05% | 249 |
|
2023
Q1 | $389K | Buy |
+3,680
| New | +$389K | 0.05% | 224 |
|
2022
Q2 | – | Sell |
-42,759
| Closed | -$4.85M | – | 279 |
|
2022
Q1 | $4.85M | Buy |
42,759
+316
| +0.7% | +$35.9K | 0.86% | 27 |
|
2021
Q4 | $5.16M | Sell |
42,443
-376
| -0.9% | -$45.7K | 0.93% | 23 |
|
2021
Q3 | $5.22M | Buy |
+42,819
| New | +$5.22M | 1.09% | 16 |
|
2021
Q2 | – | Sell |
-41,440
| Closed | -$4.97M | – | 266 |
|
2021
Q1 | $4.97M | Buy |
+41,440
| New | +$4.97M | 1.25% | 16 |
|
2020
Q4 | – | Sell |
-3,659
| Closed | -$458K | – | 95 |
|
2020
Q3 | $458K | Buy |
+3,659
| New | +$458K | 0.16% | 118 |
|
2020
Q2 | – | Sell |
-24,793
| Closed | -$3.01M | – | 81 |
|
2020
Q1 | $3.01M | Buy |
+24,793
| New | +$3.01M | 1.46% | 12 |
|
2019
Q4 | – | Sell |
-26,913
| Closed | -$3.18M | – | 187 |
|
2019
Q3 | $3.18M | Buy |
26,913
+1,427
| +6% | +$169K | 1.31% | 18 |
|
2019
Q2 | $2.97M | Buy |
25,486
+1,960
| +8% | +$228K | 1.29% | 17 |
|
2019
Q1 | $2.67M | Buy |
+23,526
| New | +$2.67M | 1.23% | 21 |
|
2017
Q4 | – | Sell |
-15,810
| Closed | -$1.81M | – | 147 |
|
2017
Q3 | $1.81M | Buy |
15,810
+753
| +5% | +$86.2K | 0.62% | 27 |
|
2017
Q2 | $1.72M | Buy |
+15,057
| New | +$1.72M | 0.61% | 27 |
|