Geneos Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,490	Closed	-$159K	–	2778
2025 Q2	$159K	Hold	1,490	–	–	﹤0.01%	1073
2025 Q1	$474K	Buy	1,490 +410	+38%	+$43K	0.01%	910
2024 Q4	$113K	Sell	1,080 -200	-16%	-$21K	﹤0.01%	1027
2024 Q3	$137K	Buy	+1,280	New	+$135K	0.01%	873
2021 Q4	–	Sell	-59	Closed	-$6K	–	2813
2021 Q3	$6K	Buy	+59	New	+$6.84K	﹤0.01%	2389
2018 Q4	–	Sell	-68	Closed	-$7K	–	2426
2018 Q3	$7K	Hold	68	–	–	﹤0.01%	1963
2018 Q2	$7K	Hold	68	–	–	﹤0.01%	1827
2018 Q1	$7K	Buy	+68	New	+$7.38K	﹤0.01%	1763
2017 Q1	–	Sell	-200	Closed	-$21K	–	2097
2016 Q4	$21K	Sell	200 -150	-43%	-$16.6K	﹤0.01%	1164
2016 Q3	$39K	Hold	350	–	–	0.01%	908
2016 Q2	$39K	Hold	350	–	–	0.01%	893
2016 Q1	$39K	Buy	+350	New	+$38.8K	0.01%	875