Corient Private Wealth’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 | $342K | Sell |
3,198
-862
| -21% | -$92.1K | ﹤0.01% | 2009 |
|
|
2025
Q1 | $430K | Sell |
4,060
-740
| -15% | -$78.5K | ﹤0.01% | 1664 |
|
|
2024
Q4 | $500K | Buy |
4,800
+862
| +22% | +$89.8K | ﹤0.01% | 1616 |
|
|
2024
Q3 | $422K | Sell |
3,938
-251
| -6% | -$26.9K | ﹤0.01% | 1812 |
|
|
2024
Q2 | $435K | Sell |
4,189
-500
| -11% | -$51.9K | ﹤0.01% | 1716 |
|
|
2024
Q1 | $488K | Buy |
4,689
+1,159
| +33% | +$121K | ﹤0.01% | 1635 |
|
|
2023
Q4 | $370K | Sell |
3,530
-295
| -8% | -$30.9K | ﹤0.01% | 1766 |
|
|
2023
Q3 | $388K | Hold |
3,825
| – | – | ﹤0.01% | 1621 |
|
|
2023
Q2 | $394K | Sell |
3,825
-271
| -7% | -$27.9K | ﹤0.01% | 1570 |
|
|
2023
Q1 | $428K | Buy |
+4,096
| New | +$428K | ﹤0.01% | 1442 |
|