CIA
Compass Ion Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $595K | Sell |
5,567
-461
| -8% | -$49.2K | 0.06% | 153 |
|
2025
Q1 | $639K | Sell |
6,028
-1,199
| -17% | -$127K | 0.08% | 143 |
|
2024
Q4 | $753K | Buy |
7,227
+484
| +7% | +$50.5K | 0.09% | 125 |
|
2024
Q3 | $722K | Sell |
6,743
-84
| -1% | -$9K | 0.09% | 125 |
|
2024
Q2 | $710K | Hold |
6,827
| – | – | 0.1% | 108 |
|
2024
Q1 | $710K | Buy |
6,827
+864
| +14% | +$89.8K | 0.1% | 109 |
|
2023
Q4 | $625K | Sell |
5,963
-224
| -4% | -$23.5K | 0.1% | 124 |
|
2023
Q3 | $627K | Buy |
+6,187
| New | +$627K | 0.11% | 124 |
|