Bartlett & Co Wealth Management’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 | $127K | Buy |
1,186
+6
| +0.5% | +$641 | ﹤0.01% | 503 |
|
|
2025
Q1 | $125K | Buy |
1,180
+599
| +103% | +$63.5K | ﹤0.01% | 509 |
|
|
2024
Q4 | $60.6K | Sell |
581
-29
| -5% | -$3.02K | ﹤0.01% | 607 |
|
|
2024
Q3 | $65.3K | Hold |
610
| – | – | ﹤0.01% | 611 |
|
|
2024
Q2 | $63.3K | Buy |
610
+513
| +529% | +$53.2K | ﹤0.01% | 617 |
|
|
2024
Q1 | $10.1K | Hold |
97
| – | – | ﹤0.01% | 908 |
|
|
2023
Q4 | $10.2K | Buy |
+97
| New | +$10.2K | ﹤0.01% | 998 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$22.9K | – | 863 |
|
|
2020
Q1 | $22.9K | Hold |
200
| – | – | ﹤0.01% | 568 |
|
|
2019
Q4 | $22.5K | Sell |
200
-300
| -60% | -$33.8K | ﹤0.01% | 645 |
|
|
2019
Q3 | $56.6K | Hold |
500
| – | – | ﹤0.01% | 506 |
|
|
2019
Q2 | $56.1K | Hold |
500
| – | – | ﹤0.01% | 418 |
|
|
2019
Q1 | $55.1K | Hold |
500
| – | – | ﹤0.01% | 409 |
|
|
2018
Q4 | $54.1K | Hold |
500
| – | – | ﹤0.01% | 403 |
|
|
2018
Q3 | $53.7K | Hold |
500
| – | – | ﹤0.01% | 428 |
|
|
2018
Q2 | $53.9K | Hold |
500
| – | – | ﹤0.01% | 413 |
|
|
2018
Q1 | $54.1K | Buy |
+500
| New | +$54.1K | ﹤0.01% | 416 |
|