Darwin Wealth Management’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 | $864K | Sell |
8,092
-535
| -6% | -$57.1K | 0.3% | 76 |
|
|
2025
Q1 | $899K | Hold |
8,627
| – | – | 0.3% | 77 |
|
|
2024
Q4 | $899K | Sell |
8,627
-499
| -5% | -$52K | 0.3% | 77 |
|
|
2024
Q3 | $977K | Buy |
+9,126
| New | +$977K | 0.27% | 76 |
|
|
2024
Q2 | – | Sell |
-6,647
| Closed | -$691K | – | 104 |
|
|
2024
Q1 | $691K | Buy |
6,647
+259
| +4% | +$26.9K | 0.19% | 86 |
|
|
2023
Q4 | $669K | Sell |
6,388
-118
| -2% | -$12.4K | 0.18% | 88 |
|
|
2023
Q3 | $659K | Sell |
6,506
-205
| -3% | -$20.8K | 0.18% | 88 |
|
|
2023
Q2 | $687K | Buy |
6,711
+1,711
| +34% | +$175K | 0.18% | 88 |
|
|
2023
Q1 | $521K | Buy |
5,000
+434
| +10% | +$45.2K | 0.14% | 94 |
|
|
2022
Q4 | $476K | Buy |
4,566
+493
| +12% | +$51.4K | 0.12% | 104 |
|
|
2022
Q3 | $411K | Buy |
4,073
+712
| +21% | +$71.8K | 0.1% | 109 |
|
|
2022
Q2 | $357K | Sell |
3,361
-436
| -11% | -$46.3K | 0.07% | 126 |
|
|
2022
Q1 | $412K | Buy |
3,797
+507
| +15% | +$55K | 0.07% | 131 |
|
|
2021
Q4 | $370K | Buy |
3,290
+1,468
| +81% | +$165K | 0.06% | 134 |
|
|
2021
Q3 | $210K | Buy |
+1,822
| New | +$210K | 0.03% | 161 |
|
|
2018
Q1 | – | Sell |
-6,121
| Closed | -$672K | – | 142 |
|
|
2017
Q4 | $672K | Buy |
+6,121
| New | +$672K | 0.29% | 80 |
|
|
2017
Q3 | – | Sell |
-6,350
| Closed | -$703K | – | 112 |
|
|
2017
Q2 | $703K | Sell |
6,350
-685
| -10% | -$75.8K | 0.39% | 77 |
|
|
2017
Q1 | $775K | Buy |
7,035
+2,692
| +62% | +$297K | 0.45% | 68 |
|
|
2016
Q4 | $477K | Buy |
+4,343
| New | +$477K | 0.32% | 68 |
|