Beaumont Financial Advisors’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 | – | Sell |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $461K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $406K | Sell |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $344K | Hold |
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|
2021
Q4 | $361K | Hold |
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|
2021
Q3 | $365K | Hold |
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|
2021
Q2 | $367K | Sell |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $364K | Sell |
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|
2020
Q3 | $829K | Sell |
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|
2020
Q2 | $831K | Sell |
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|
2020
Q1 | $850K | Sell |
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|
2019
Q4 | $1.88M | Buy |
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|
2019
Q3 | $1.54M | Buy |
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|
2019
Q2 | $1.52M | Sell |
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|
2019
Q1 | $2.59M | Sell |
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|
2018
Q4 | $4.17M | Buy |
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|
2018
Q3 | $812K | Sell |
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|
2018
Q2 | $821K | Sell |
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|
2018
Q1 | $844K | Buy |
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|
2017
Q4 | $678K | Buy |
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|
2017
Q3 | $610K | Buy |
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|
2017
Q2 | $449K | Sell |
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|
2017
Q1 | $752K | Sell |
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|
2016
Q4 | $1.85M | Buy |
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|
2016
Q3 | $365K | Buy |
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|
2016
Q2 | $367K | Sell |
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|
2016
Q1 | $836K | Sell |
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|
2015
Q4 | $4.06M | Sell |
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|
2015
Q3 | $8.08M | Hold |
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|
2015
Q2 | $8.08M | Sell |
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|
2015
Q1 | $14.8M | Sell |
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|
2014
Q4 | $16.2M | Sell |
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|
2014
Q3 | $16.5M | Buy |
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|
2014
Q2 | $15.5M | Sell |
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|
2014
Q1 | $17.5M | Sell |
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|
2013
Q4 | $24.7M | Buy |
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|
2013
Q3 | $3.45M | Sell |
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|
2013
Q2 | $21.2M | Buy |
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