Congress Wealth Management’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 | $5.11M | Buy |
47,822
+5,746
| +14% | +$614K | 0.05% | 379 |
|
|
2025
Q1 | $4.46M | Sell |
42,076
-1,204
| -3% | -$128K | 0.05% | 346 |
|
|
2024
Q4 | $4.51M | Buy |
43,280
+7,617
| +21% | +$794K | 0.06% | 299 |
|
|
2024
Q3 | $3.82M | Buy |
35,663
+557
| +2% | +$59.7K | 0.05% | 332 |
|
|
2024
Q2 | $3.64M | Buy |
35,106
+1,350
| +4% | +$140K | 0.06% | 288 |
|
|
2024
Q1 | $3.51M | Sell |
33,756
-732
| -2% | -$76.1K | 0.06% | 262 |
|
|
2023
Q4 | $3.61M | Buy |
34,488
+5,432
| +19% | +$569K | 0.07% | 253 |
|
|
2023
Q3 | $2.94M | Sell |
29,056
-22,211
| -43% | -$2.25M | 0.06% | 266 |
|
|
2023
Q2 | $5.28M | Buy |
51,267
+22,389
| +78% | +$2.3M | 0.12% | 184 |
|
|
2023
Q1 | $3.02M | Sell |
28,878
-29,513
| -51% | -$3.08M | 0.07% | 232 |
|
|
2022
Q4 | $5.98M | Buy |
58,391
+28,540
| +96% | +$2.92M | 0.15% | 171 |
|
|
2022
Q3 | $3.04M | Buy |
29,851
+763
| +3% | +$77.6K | 0.08% | 232 |
|
|
2022
Q2 | $3.07M | Sell |
29,088
-620
| -2% | -$65.5K | 0.08% | 238 |
|
|
2022
Q1 | $3.23M | Sell |
29,708
-14,498
| -33% | -$1.57M | 0.07% | 259 |
|
|
2021
Q4 | $5.03M | Buy |
+44,206
| New | +$5.03M | 0.1% | 220 |
|