Capital Insight Partners’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
Q1 | – | Sell |
-2,711
| Closed | -$284K | – | 164 |
|
|
2023
Q4 | $284K | Buy |
2,711
+25
| +0.9% | +$2.62K | 0.06% | 148 |
|
|
2023
Q3 | $272K | Sell |
2,686
-125
| -4% | -$12.7K | 0.06% | 143 |
|
|
2023
Q2 | $289K | Sell |
2,811
-85
| -3% | -$8.75K | 0.06% | 140 |
|
|
2023
Q1 | $303K | Sell |
2,896
-907
| -24% | -$94.8K | 0.07% | 142 |
|
|
2022
Q4 | $390K | Sell |
3,803
-1,423
| -27% | -$146K | 0.1% | 125 |
|
|
2022
Q3 | $531K | Sell |
5,226
-3,937
| -43% | -$400K | 0.14% | 106 |
|
|
2022
Q2 | $967K | Sell |
9,163
-7,064
| -44% | -$745K | 0.23% | 101 |
|
|
2022
Q1 | $1.76M | Sell |
16,227
-9,128
| -36% | -$991K | 0.36% | 91 |
|
|
2021
Q4 | $2.88M | Sell |
25,355
-9,385
| -27% | -$1.07M | 0.59% | 57 |
|
|
2021
Q3 | $4M | Sell |
34,740
-2,929
| -8% | -$337K | 0.87% | 33 |
|
|
2021
Q2 | $4.36M | Sell |
37,669
-491
| -1% | -$56.8K | 0.98% | 29 |
|
|
2021
Q1 | $4.38M | Sell |
38,160
-76
| -0.2% | -$8.73K | 1.06% | 27 |
|
|
2020
Q4 | $4.5M | Sell |
38,236
-120
| -0.3% | -$14.1K | 1.13% | 21 |
|
|
2020
Q3 | $4.52M | Buy |
38,356
+2,144
| +6% | +$252K | 1.27% | 17 |
|
|
2020
Q2 | $4.26M | Buy |
+36,212
| New | +$4.26M | 1.34% | 14 |
|