Caldwell Trust’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Caldwell Trust’s Portfolio GVI Stock Details GVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.86K	Hold	83
2025 Q1	$8.8K	Hold	83
2024 Q4	$8.65K	Hold	83
2024 Q3	$8.89K	Hold	83
2024 Q2	$8.61K	Buy	+83