Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.17M | Buy |
11,293
+97
| +0.9% | +$10.1K | 0.01% | 313 |
|
|
2024
Q1 | $1.16M | Sell |
11,196
-2,662
| -19% | -$277K | 0.01% | 311 |
|
|
2023
Q4 | $1.45M | Hold |
13,858
| – | – | 0.02% | 273 |
|
|
2023
Q3 | $1.4M | Sell |
13,858
-1,873
| -12% | -$190K | 0.02% | 251 |
|
|
2023
Q2 | $1.62M | Sell |
15,731
-8,306
| -35% | -$855K | 0.02% | 236 |
|
|
2023
Q1 | $2.46M | Hold |
24,037
| – | – | 0.04% | 165 |
|
|
2022
Q4 | $2.46M | Sell |
24,037
-3,473
| -13% | -$356K | 0.04% | 165 |
|
|
2022
Q3 | $2.8M | Sell |
27,510
-734
| -3% | -$74.6K | 0.06% | 145 |
|
|
2022
Q2 | $2.98M | Sell |
28,244
-4,026
| -12% | -$425K | 0.06% | 142 |
|
|
2022
Q1 | $3.5M | Sell |
32,270
-12,016
| -27% | -$1.3M | 0.07% | 131 |
|
|
2021
Q4 | $5.04M | Sell |
44,286
-6,065
| -12% | -$690K | 0.1% | 103 |
|
|
2021
Q3 | $5.8M | Sell |
50,351
-81
| -0.2% | -$9.33K | 0.12% | 95 |
|
|
2021
Q2 | $5.83M | Sell |
50,432
-439
| -0.9% | -$50.8K | 0.14% | 90 |
|
|
2021
Q1 | $5.84M | Buy |
50,871
+3
| +0% | +$345 | 0.29% | 75 |
|
|
2020
Q4 | $5.98M | Buy |
+50,868
| New | +$5.98M | 0.31% | 70 |
|