Daniels + Tansey’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
2021
Q1
Sell
-2,557
Closed -$300K 31
2020
Q4
$300K Sell
2,557
-99,288
-97% -$11.6M 0.12% 23
2020
Q3
$12M Buy
+101,845
New +$12M 5.97% 6