Bartlett & Co Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $128K | Buy |
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|
2025
Q2 | $127K | Buy |
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|
2025
Q1 | $125K | Buy |
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|
2024
Q4 | $60.6K | Sell |
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|
2024
Q3 | $65.3K | Hold |
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|
2024
Q2 | $63.3K | Buy |
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|
2024
Q1 | $10.1K | Hold |
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|
2023
Q4 | $10.2K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $22.9K | Hold |
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|
2019
Q4 | $22.5K | Sell |
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|
2019
Q3 | $56.6K | Hold |
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|
2019
Q2 | $56.1K | Hold |
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|
2019
Q1 | $55.1K | Hold |
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|
2018
Q4 | $54.1K | Hold |
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|
2018
Q3 | $53.7K | Hold |
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|
2018
Q2 | $53.9K | Hold |
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|
2018
Q1 | $54.1K | Buy |
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