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EP Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

EP Wealth Advisors’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-956
Closed -$104K – 663
2022
Q1 		$104K Buy
+956
New +$104K ﹤0.01% 623