Community Financial Services Group’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
2025
Q2
$11M Buy
103,225
+3,319
+3% +$354K 2.19% 15
2025
Q1
$10.6M Buy
99,906
+4,684
+5% +$497K 2.3% 14
2024
Q4
$9.92M Buy
95,222
+74,404
+357% +$7.76M 1.97% 14
2024
Q3
$2.23M Sell
20,818
-24
-0.1% -$2.57K 0.46% 61
2024
Q2
$2.16M Buy
20,842
+1,317
+7% +$137K 0.47% 62
2024
Q1
$2.03M Buy
+19,525
New +$2.03M 0.46% 64