Geneos Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Hold |
1,490
| – | – | ﹤0.01% | 1073 |
|
|
2025
Q1 | $474K | Buy |
1,490
+410
| +38% | +$130K | 0.01% | 910 |
|
|
2024
Q4 | $113K | Sell |
1,080
-200
| -16% | -$20.8K | ﹤0.01% | 1027 |
|
|
2024
Q3 | $137K | Buy |
+1,280
| New | +$137K | 0.01% | 873 |
|
|
2021
Q4 | – | Sell |
-59
| Closed | -$6K | – | 2813 |
|
|
2021
Q3 | $6K | Buy |
+59
| New | +$6K | ﹤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 | +$7K | ﹤0.01% | 1763 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$21K | – | 2097 |
|
|
2016
Q4 | $21K | Sell |
200
-150
| -43% | -$15.8K | ﹤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 | +$39K | 0.01% | 875 |
|