Confluence Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.32M | Sell |
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|
2020
Q2 | $4.67M | Buy |
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|
2020
Q1 | $3.85M | Sell |
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|
2019
Q4 | $4.05M | Sell |
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|
2019
Q3 | $4.32M | Sell |
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|
2019
Q2 | $4.55M | Buy |
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|
2019
Q1 | $4.43M | Sell |
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|
2018
Q4 | $4.77M | Buy |
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|
2018
Q3 | $2.62M | Sell |
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|
2018
Q2 | $3.15M | Sell |
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|
2018
Q1 | $3.18M | Buy |
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|
2017
Q4 | $3.21M | Sell |
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|
2017
Q3 | $3.42M | Buy |
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|
2017
Q2 | $3.35M | Sell |
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|
2017
Q1 | $3.35M | Buy |
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|
2016
Q4 | $3.18M | Buy |
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|
2016
Q3 | $3.16M | Buy |
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|
2016
Q2 | $2.95M | Buy |
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|
2016
Q1 | $2.89M | Buy |
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|
2015
Q4 | $2.74M | Buy |
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|
2015
Q3 | $1.62M | Buy |
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|
2015
Q2 | $359K | Buy |
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|
2015
Q1 | $266K | Buy |
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