Ballentine Capital Advisors’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 | $371K | Hold |
3,471
| – | – | 0.18% | 23 |
|
|
2025
Q1 | $368K | Sell |
3,471
-663
| -16% | -$70.3K | 0.19% | 23 |
|
|
2024
Q4 | $431K | Hold |
4,134
| – | – | 0.22% | 21 |
|
|
2024
Q3 | $443K | Buy |
4,134
+401
| +11% | +$42.9K | 0.22% | 21 |
|
|
2024
Q2 | $387K | Buy |
3,733
+1,534
| +70% | +$159K | 0.21% | 21 |
|
|
2024
Q1 | $227K | Sell |
2,199
-240
| -10% | -$24.8K | 0.12% | 28 |
|
|
2023
Q4 | $255K | Buy |
+2,439
| New | +$255K | 0.15% | 24 |
|