Clear Perspective Advisors’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
2021
Q4
$528K Hold
2021
Q3
$534K Hold
2021
Q2
$536K Sell
2021
Q1
$911K Buy
2020
Q4
$546K Hold
2020
Q3
$1.73K Hold
2020
Q2
$546K Hold
2020
Q1
$532K Hold
2019
Q4
$523K Hold
2019
Q3
$525K Hold
2019
Q2
$521K Hold
2019
Q1
$511K Hold
2018
Q4
$502K Buy
2018
Q2
Sell
2018
Q1
$355K Hold
2017
Q4
$359K Hold
2017
Q3
$363K Buy