Aveo Capital Partners’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
Q1 | – | Sell |
-36,144
| Closed | -$3.77M | – | 236 |
|
2024
Q4 | $3.77M | Sell |
36,144
-62
| -0.2% | -$6.46K | 0.41% | 65 |
|
2024
Q3 | $3.88M | Buy |
36,206
+1,135
| +3% | +$122K | 0.41% | 71 |
|
2024
Q2 | $3.64M | Buy |
35,071
+473
| +1% | +$49.1K | 0.41% | 69 |
|
2024
Q1 | $3.56M | Buy |
34,598
+1,633
| +5% | +$168K | 0.39% | 72 |
|
2023
Q4 | $3.45M | Sell |
32,965
-6,019
| -15% | -$631K | 0.42% | 75 |
|
2023
Q3 | $3.95M | Buy |
38,984
+1,262
| +3% | +$128K | 0.52% | 60 |
|
2023
Q2 | $3.88M | Buy |
+37,722
| New | +$3.88M | 0.49% | 62 |
|
2022
Q4 | – | Sell |
-4,807
| Closed | -$489K | – | 335 |
|
2022
Q3 | $489K | Buy |
4,807
+324
| +7% | +$33K | 0.08% | 167 |
|
2022
Q2 | $473K | Buy |
+4,483
| New | +$473K | 0.08% | 180 |
|
2021
Q2 | – | Sell |
-42,385
| Closed | -$4.87M | – | 267 |
|
2021
Q1 | $4.87M | Buy |
+42,385
| New | +$4.87M | 1.23% | 18 |
|
2020
Q4 | – | Sell |
-3,911
| Closed | -$460K | – | 99 |
|
2020
Q3 | $460K | Buy |
+3,911
| New | +$460K | 0.17% | 117 |
|
2020
Q2 | – | Sell |
-25,858
| Closed | -$2.97M | – | 85 |
|
2020
Q1 | $2.97M | Buy |
+25,858
| New | +$2.97M | 1.44% | 13 |
|
2019
Q3 | – | Sell |
-24,650
| Closed | -$2.77M | – | 182 |
|
2019
Q2 | $2.77M | Buy |
24,650
+616
| +3% | +$69.1K | 1.2% | 27 |
|
2019
Q1 | $2.65M | Buy |
+24,034
| New | +$2.65M | 1.22% | 22 |
|
2018
Q4 | – | Sell |
-23,490
| Closed | -$2.51M | – | 137 |
|
2018
Q3 | $2.51M | Buy |
+23,490
| New | +$2.51M | 1.12% | 22 |
|