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
2025
Q2
$159K Hold
2025
Q1
$474K Buy
2024
Q4
$113K Sell
2024
Q3
$137K Buy
2021
Q4
Sell
2021
Q3
$6K Buy
2018
Q4
Sell
2018
Q3
$7K Hold
2018
Q2
$7K Hold
2018
Q1
$7K Buy
2017
Q1
Sell
2016
Q4
$21K Sell
2016
Q3
$39K Hold
2016
Q2
$39K Hold
2016
Q1
$39K Buy