Corient Private Wealth
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Corient Private Wealth’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Corient Private Wealth’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$342K Sell
2025
Q1 		$430K Sell
2024
Q4 		$500K Buy
2024
Q3 		$422K Sell
2024
Q2 		$435K Sell
2024
Q1 		$488K Buy
2023
Q4 		$370K Sell
2023
Q3 		$388K Hold
2023
Q2 		$394K Sell
2023
Q1 		$428K Buy