Carson Wealth (CWM LLC)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $156K | Sell |
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|
2025
Q2 | $210K | Buy |
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|
2025
Q1 | $168K | Buy |
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|
2024
Q4 | $160K | Buy |
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|
2024
Q3 | $164K | Hold |
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|
2024
Q2 | $159K | Sell |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $178K | Sell |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $329K | Sell |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $144K | Sell |
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|
2021
Q4 | $178K | Buy |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $222K | Hold |
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|
2020
Q3 | $222K | Hold |
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|
2020
Q2 | $222K | Hold |
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|
2020
Q1 | $222K | Hold |
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|
2019
Q4 | $222K | Hold |
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|
2019
Q3 | $222K | Hold |
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|
2019
Q2 | $222K | Hold |
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|
2019
Q1 | $222K | Buy |
|