Carson Wealth (CWM LLC)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
1,963
+383
| +24% | +$41K | ﹤0.01% | 2133 |
|
|
2025
Q1 | $168K | Buy |
1,580
+49
| +3% | +$5.21K | ﹤0.01% | 2042 |
|
|
2024
Q4 | $160K | Buy |
1,531
+1
| +0.1% | +$105 | ﹤0.01% | 1973 |
|
|
2024
Q3 | $164K | Hold |
1,530
| – | – | ﹤0.01% | 1865 |
|
|
2024
Q2 | $159K | Sell |
1,530
-560
| -27% | -$58.2K | ﹤0.01% | 1710 |
|
|
2024
Q1 | $217K | Sell |
2,090
-14
| -0.7% | -$1.45K | ﹤0.01% | 1475 |
|
|
2023
Q4 | $220K | Sell |
2,104
-82
| -4% | -$8.57K | ﹤0.01% | 1386 |
|
|
2023
Q3 | $222K | Buy |
2,186
+460
| +27% | +$46.7K | ﹤0.01% | 1267 |
|
|
2023
Q2 | $178K | Sell |
1,726
-297
| -15% | -$30.6K | ﹤0.01% | 1297 |
|
|
2023
Q1 | $211K | Sell |
2,023
-1,191
| -37% | -$124K | ﹤0.01% | 1179 |
|
|
2022
Q4 | $329K | Sell |
3,214
-116
| -3% | -$11.9K | ﹤0.01% | 925 |
|
|
2022
Q3 | $339K | Buy |
3,330
+736
| +28% | +$74.9K | ﹤0.01% | 863 |
|
|
2022
Q2 | $274K | Buy |
2,594
+1,268
| +96% | +$134K | ﹤0.01% | 920 |
|
|
2022
Q1 | $144K | Sell |
1,326
-243
| -15% | -$26.4K | ﹤0.01% | 1181 |
|
|
2021
Q4 | $178K | Buy |
+1,569
| New | +$178K | ﹤0.01% | 1076 |
|
|
2021
Q2 | $222K | Hold |
1,916
| – | – | ﹤0.01% | 869 |
|
|
2021
Q1 | $222K | Hold |
1,916
| – | – | ﹤0.01% | 869 |
|
|
2020
Q4 | $222K | Hold |
1,916
| – | – | ﹤0.01% | 869 |
|
|
2020
Q3 | $222K | Hold |
1,916
| – | – | ﹤0.01% | 869 |
|
|
2020
Q2 | $222K | Hold |
1,916
| – | – | ﹤0.01% | 869 |
|
|
2020
Q1 | $222K | Hold |
1,916
| – | – | ﹤0.01% | 869 |
|
|
2019
Q4 | $222K | Hold |
1,916
| – | – | ﹤0.01% | 869 |
|
|
2019
Q3 | $222K | Hold |
1,916
| – | – | ﹤0.01% | 869 |
|
|
2019
Q2 | $222K | Hold |
1,916
| – | – | ﹤0.01% | 869 |
|
|
2019
Q1 | $222K | Buy |
+1,916
| New | +$222K | ﹤0.01% | 869 |
|