Global Financial Private Client’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 | – | Sell |
-137
| Closed | -$14.5K | – | 783 |
|
|
2025
Q1 | $14.5K | Hold |
137
| – | – | 0.01% | 505 |
|
|
2024
Q4 | $14.3K | Hold |
137
| – | – | 0.01% | 482 |
|
|
2024
Q3 | $14.7K | Hold |
137
| – | – | 0.01% | 479 |
|
|
2024
Q2 | $14.2K | Hold |
137
| – | – | 0.01% | 413 |
|
|
2024
Q1 | $14.2K | Sell |
137
-449
| -77% | -$46.4K | 0.01% | 426 |
|
|
2023
Q4 | $61.4K | Sell |
586
-282
| -32% | -$29.5K | 0.03% | 279 |
|
|
2023
Q3 | $87.4K | Hold |
868
| – | – | 0.05% | 224 |
|
|
2023
Q2 | $89K | Hold |
868
| – | – | 0.04% | 234 |
|
|
2023
Q1 | $90.9K | Sell |
868
-144
| -14% | -$15.1K | 0.05% | 221 |
|
|
2022
Q4 | $104K | Sell |
1,012
-552
| -35% | -$56.6K | 0.06% | 194 |
|
|
2022
Q3 | $160K | Sell |
1,564
-186
| -11% | -$19K | 0.09% | 156 |
|
|
2022
Q2 | $186K | Sell |
1,750
-1,363
| -44% | -$145K | 0.1% | 140 |
|
|
2022
Q1 | $336K | Buy |
3,113
+1,748
| +128% | +$189K | 0.16% | 118 |
|
|
2021
Q4 | $155K | Sell |
1,365
-490
| -26% | -$55.7K | 0.08% | 157 |
|
|
2021
Q3 | $214K | Hold |
1,855
| – | – | 0.11% | 139 |
|
|
2021
Q2 | $214K | Buy |
+1,855
| New | +$214K | 0.12% | 132 |
|