BMS Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $223K | Sell |
2,168
-1,797
| -45% | -$185K | 0.15% | 107 |
|
|
2023
Q1 | $414K | Buy |
3,965
+1,701
| +75% | +$178K | 0.29% | 80 |
|
|
2022
Q4 | $258K | Sell |
2,264
-1,428
| -39% | -$162K | 0.17% | 82 |
|
|
2022
Q3 | $375K | Buy |
3,692
+1,428
| +63% | +$145K | 0.26% | 73 |
|
|
2022
Q2 | $258K | Sell |
2,264
-1,270
| -36% | -$145K | 0.17% | 85 |
|
|
2022
Q1 | $384K | Buy |
3,534
+1,270
| +56% | +$138K | 0.24% | 83 |
|
|
2021
Q4 | $258K | Buy |
+2,264
| New | +$258K | 0.16% | 87 |
|