Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,760
| Closed | -$1.55M | – | 96 |
|
|
2019
Q4 | $1.55M | Sell |
13,760
-853
| -6% | -$96.1K | ﹤0.01% | 160 |
|
|
2019
Q3 | $1.65M | Sell |
14,613
-1,552
| -10% | -$176K | ﹤0.01% | 156 |
|
|
2019
Q2 | $1.82M | Sell |
16,165
-5,395
| -25% | -$606K | ﹤0.01% | 158 |
|
|
2019
Q1 | $2.38M | Sell |
21,560
-3,187
| -13% | -$351K | ﹤0.01% | 159 |
|
|
2018
Q4 | $2.68M | Sell |
24,747
-2,329
| -9% | -$252K | 0.01% | 161 |
|
|
2018
Q3 | $2.91M | Sell |
27,076
-364
| -1% | -$39.1K | 0.01% | 154 |
|
|
2018
Q2 | $2.96M | Buy |
+27,440
| New | +$2.96M | 0.01% | 154 |
|