D.L. Carlson Investment Group’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 | $42.9M | Buy |
401,424
+42,378
| +12% | +$4.53M | 7.81% | 2 |
|
|
2025
Q1 | $38.1M | Sell |
359,046
-7,877
| -2% | -$835K | 7.32% | 2 |
|
|
2024
Q4 | $38.2M | Buy |
366,923
+11,823
| +3% | +$1.23M | 6.82% | 2 |
|
|
2024
Q3 | $38M | Buy |
355,100
+89,321
| +34% | +$9.57M | 6.88% | 2 |
|
|
2024
Q2 | $27.6M | Buy |
265,779
+18,596
| +8% | +$1.93M | 5.32% | 2 |
|
|
2024
Q1 | $25.7M | Buy |
247,183
+10,343
| +4% | +$1.08M | 5.02% | 2 |
|
|
2023
Q4 | $24.6M | Buy |
236,840
+24,588
| +12% | +$2.55M | 5% | 2 |
|
|
2023
Q3 | $21.5M | Buy |
212,252
+17,775
| +9% | +$1.8M | 4.34% | 4 |
|
|
2023
Q2 | $20M | Buy |
+194,477
| New | +$20M | 3.82% | 4 |
|