Creative Planning’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 | $246K | Buy |
+2,303
| New | +$246K | ﹤0.01% | 3056 |
|
|
2025
Q1 | – | Sell |
-2,895
| Closed | -$302K | – | 3544 |
|
|
2024
Q4 | $302K | Sell |
2,895
-1,825
| -39% | -$190K | ﹤0.01% | 2651 |
|
|
2024
Q3 | $506K | Buy |
4,720
+914
| +24% | +$97.9K | ﹤0.01% | 2102 |
|
|
2024
Q2 | $395K | Sell |
3,806
-501
| -12% | -$52K | ﹤0.01% | 2130 |
|
|
2024
Q1 | $448K | Buy |
4,307
+323
| +8% | +$33.6K | ﹤0.01% | 1922 |
|
|
2023
Q4 | $417K | Buy |
3,984
+431
| +12% | +$45.2K | ﹤0.01% | 1826 |
|
|
2023
Q3 | $360K | Sell |
3,553
-2,933
| -45% | -$297K | ﹤0.01% | 1788 |
|
|
2023
Q2 | $667K | Buy |
6,486
+3,060
| +89% | +$315K | ﹤0.01% | 1373 |
|
|
2023
Q1 | $358K | Buy |
3,426
+1,351
| +65% | +$141K | ﹤0.01% | 1680 |
|
|
2022
Q4 | $213K | Sell |
2,075
-7,996
| -79% | -$819K | ﹤0.01% | 1976 |
|
|
2022
Q3 | $1.02M | Buy |
10,071
+7,652
| +316% | +$778K | ﹤0.01% | 953 |
|
|
2022
Q2 | $255K | Sell |
2,419
-596
| -20% | -$62.8K | ﹤0.01% | 1716 |
|
|
2022
Q1 | $327K | Buy |
3,015
+257
| +9% | +$27.9K | ﹤0.01% | 1573 |
|
|
2021
Q4 | $314K | Sell |
2,758
-6
| -0.2% | -$683 | ﹤0.01% | 1591 |
|
|
2021
Q3 | $318K | Buy |
2,764
+195
| +8% | +$22.4K | ﹤0.01% | 1551 |
|
|
2021
Q2 | $297K | Sell |
2,569
-1,634
| -39% | -$189K | ﹤0.01% | 1561 |
|
|
2021
Q1 | $483K | Sell |
4,203
-59
| -1% | -$6.78K | ﹤0.01% | 1446 |
|
|
2020
Q4 | $501K | Buy |
4,262
+460
| +12% | +$54.1K | ﹤0.01% | 1288 |
|
|
2020
Q3 | $448K | Buy |
3,802
+635
| +20% | +$74.8K | ﹤0.01% | 1171 |
|
|
2020
Q2 | $373K | Buy |
3,167
+433
| +16% | +$51K | ﹤0.01% | 1174 |
|
|
2020
Q1 | $314K | Sell |
2,734
-1,112
| -29% | -$128K | ﹤0.01% | 1150 |
|
|
2019
Q4 | $433K | Buy |
3,846
+132
| +4% | +$14.9K | ﹤0.01% | 1182 |
|
|
2019
Q3 | $420K | Sell |
3,714
-11
| -0.3% | -$1.24K | ﹤0.01% | 1162 |
|
|
2019
Q2 | $418K | Sell |
3,725
-1,258
| -25% | -$141K | ﹤0.01% | 1166 |
|
|
2019
Q1 | $549K | Sell |
4,983
-368
| -7% | -$40.5K | ﹤0.01% | 976 |
|
|
2018
Q4 | $579K | Buy |
5,351
+910
| +20% | +$98.5K | ﹤0.01% | 879 |
|
|
2018
Q3 | $477K | Sell |
4,441
-589
| -12% | -$63.3K | ﹤0.01% | 1094 |
|
|
2018
Q2 | $542K | Sell |
5,030
-653
| -11% | -$70.4K | ﹤0.01% | 1022 |
|
|
2018
Q1 | $615K | Sell |
5,683
-323
| -5% | -$35K | ﹤0.01% | 972 |
|
|
2017
Q4 | $659K | Sell |
6,006
-1,073
| -15% | -$118K | ﹤0.01% | 910 |
|
|
2017
Q3 | $785K | Sell |
7,079
-1,500
| -17% | -$166K | ﹤0.01% | 817 |
|
|
2017
Q2 | $950K | Sell |
8,579
-5,797
| -40% | -$642K | ﹤0.01% | 711 |
|
|
2017
Q1 | $1.58M | Buy |
14,376
+5,376
| +60% | +$592K | 0.01% | 502 |
|
|
2016
Q4 | $989K | Buy |
9,000
+646
| +8% | +$71K | 0.01% | 623 |
|
|
2016
Q3 | $943K | Buy |
8,354
+321
| +4% | +$36.2K | 0.01% | 613 |
|
|
2016
Q2 | $911K | Sell |
8,033
-1,222
| -13% | -$139K | 0.01% | 550 |
|
|
2016
Q1 | $1.04M | Sell |
9,255
-1,182
| -11% | -$132K | 0.01% | 491 |
|
|
2015
Q4 | $1.14M | Sell |
10,437
-2,350
| -18% | -$258K | 0.01% | 464 |
|
|
2015
Q3 | $1.42M | Sell |
12,787
-9,003
| -41% | -$1M | 0.01% | 377 |
|
|
2015
Q2 | $2.41M | Buy |
21,790
+4,015
| +23% | +$444K | 0.02% | 255 |
|
|
2015
Q1 | $1.99M | Sell |
17,775
-1,123
| -6% | -$126K | 0.02% | 279 |
|
|
2014
Q4 | $2.09M | Buy |
18,898
+4,057
| +27% | +$449K | 0.02% | 263 |
|
|
2014
Q3 | $1.64M | Buy |
14,841
+3,424
| +30% | +$377K | 0.02% | 285 |
|
|
2014
Q2 | $1.27M | Buy |
11,417
+3,987
| +54% | +$442K | 0.02% | 325 |
|
|
2014
Q1 | $817K | Sell |
7,430
-333
| -4% | -$36.6K | 0.01% | 433 |
|
|
2013
Q4 | $849K | Sell |
7,763
-455
| -6% | -$49.8K | 0.01% | 352 |
|
|
2013
Q3 | $905K | Buy |
8,218
+1,009
| +14% | +$111K | 0.02% | 291 |
|
|
2013
Q2 | $792K | Buy |
+7,209
| New | +$792K | 0.02% | 286 |
|