Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $271K | Buy |
|
|||||
|
2023
Q3 | $259K | Buy |
|
|||||
|
2023
Q2 | $262K | Buy |
|
|||||
|
2023
Q1 | $265K | Sell |
|
|||||
|
2022
Q4 | $294K | Sell |
|
|||||
|
2022
Q3 | $300K | Sell |
|
|||||
|
2022
Q2 | $551K | Sell |
|
|||||
|
2022
Q1 | $1.07M | Sell |
|
|||||
|
2021
Q4 | $1.23M | Sell |
|
|||||
|
2021
Q3 | $1.25M | Buy |
|
|||||
|
2021
Q2 | $1.25M | Sell |
|
|||||
|
2021
Q1 | $2.01M | Sell |
|
|||||
|
2020
Q4 | $23.5M | Sell |
|
|||||
|
2020
Q3 | $25.4M | Sell |
|
|||||
|
2020
Q2 | $26.4M | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $602K | Hold |
|
|||||
|
2015
Q1 | $608K | Hold |
|
|||||
|
2014
Q4 | $602K | Sell |
|
|||||
|
2014
Q3 | $659K | Hold |
|
|||||
|
2014
Q2 | $663K | Buy |
|
|||||
|
2014
Q1 | $458K | Buy |
|