Cassia Capital Partners’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
2024
Q4
Sell
2024
Q3
$1.01M Sell
2024
Q2
$991K Sell
2024
Q1
$1.42M Sell
2023
Q4
$2.1M Sell
2023
Q3
$4.36M Sell
2023
Q2
$4.73M Buy
2023
Q1
$4.74M Buy
2022
Q4
$4.45M Buy
2022
Q3
$4.31M Buy
2022
Q2
$3.97M Buy
2022
Q1
$2.71M Buy
2021
Q4
$2.73M Buy
2021
Q3
Sell
2021
Q2
$2.25M Sell
2021
Q1
$2.35M Sell
2020
Q4
$7.95M Buy