EWM
Empirical Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
1,902
-50
| -3% | -$5.34K | ﹤0.01% | 649 |
|
|
2025
Q1 | $207K | Buy |
1,952
+4
| +0.2% | +$424 | 0.01% | 597 |
|
|
2024
Q4 | $203K | Buy |
1,948
+7
| +0.4% | +$730 | 0.01% | 577 |
|
|
2024
Q3 | $208K | Buy |
1,941
+5
| +0.3% | +$536 | 0.01% | 536 |
|
|
2024
Q2 | $201K | Buy |
1,936
+4
| +0.2% | +$415 | 0.01% | 535 |
|
|
2024
Q1 | $201K | Buy |
1,932
+4
| +0.2% | +$416 | 0.01% | 512 |
|
|
2023
Q4 | $202K | Sell |
1,928
-919
| -32% | -$96.3K | 0.01% | 472 |
|
|
2023
Q3 | $289K | Buy |
2,847
+4
| +0.1% | +$405 | 0.01% | 377 |
|
|
2023
Q2 | $293K | Buy |
2,843
+3
| +0.1% | +$309 | 0.01% | 372 |
|
|
2023
Q1 | $297K | Sell |
2,840
-432
| -13% | -$45.1K | 0.01% | 393 |
|
|
2022
Q4 | $335K | Buy |
+3,272
| New | +$335K | 0.02% | 366 |
|