CAL
Capital Advisors Ltd’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Hold |
106
| – | – | ﹤0.01% | 767 |
|
|
2025
Q1 | $11K | Hold |
106
| – | – | ﹤0.01% | 749 |
|
|
2024
Q4 | $11K | Hold |
106
| – | – | ﹤0.01% | 757 |
|
|
2024
Q3 | $11K | Hold |
106
| – | – | ﹤0.01% | 754 |
|
|
2024
Q2 | $11K | Hold |
106
| – | – | ﹤0.01% | 730 |
|
|
2024
Q1 | $11K | Hold |
106
| – | – | ﹤0.01% | 695 |
|
|
2023
Q4 | $11K | Sell |
106
-10
| -9% | -$1.04K | ﹤0.01% | 675 |
|
|
2023
Q3 | $12K | Hold |
116
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $12K | Hold |
116
| – | – | ﹤0.01% | 657 |
|
|
2023
Q1 | $12K | Hold |
116
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $12K | Hold |
116
| – | – | ﹤0.01% | 532 |
|
|
2022
Q3 | $12K | Hold |
116
| – | – | ﹤0.01% | 513 |
|
|
2022
Q2 | $12K | Buy |
+116
| New | +$12K | ﹤0.01% | 484 |
|
|
2018
Q2 | – | Sell |
-174
| Closed | -$19K | – | 407 |
|
|
2018
Q1 | $19K | Hold |
174
| – | – | 0.01% | 277 |
|
|
2017
Q4 | $19K | Hold |
174
| – | – | 0.01% | 282 |
|
|
2017
Q3 | $19K | Hold |
174
| – | – | 0.01% | 284 |
|
|
2017
Q2 | $19K | Sell |
174
-96
| -36% | -$10.5K | 0.01% | 288 |
|
|
2017
Q1 | $30K | Hold |
270
| – | – | 0.01% | 232 |
|
|
2016
Q4 | $30K | Sell |
270
-224
| -45% | -$24.9K | 0.01% | 228 |
|
|
2016
Q3 | $56K | Buy |
494
+208
| +73% | +$23.6K | 0.02% | 178 |
|
|
2016
Q2 | $32K | Sell |
286
-58
| -17% | -$6.49K | 0.02% | 216 |
|
|
2016
Q1 | $39K | Sell |
344
-166
| -33% | -$18.8K | 0.02% | 202 |
|
|
2015
Q4 | $56K | Buy |
+510
| New | +$56K | 0.03% | 171 |
|