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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-65
Closed -$6.82K 2941
2023
Q4
$6.82K Sell
65
-83
-56% -$8.71K ﹤0.01% 1731
2023
Q3
$15K Buy
148
+1
+0.7% +$101 ﹤0.01% 1243
2023
Q2
$15.1K Buy
+147
New +$15.1K ﹤0.01% 1263