HWMA
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Heritage Wealth Management (Arizona)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$269K Buy
2,622
+1,191
+83% +$122K 0.04% 308
2022
Q3 		$146K Sell
1,431
-300
-17% -$31.5K 0.05% 283
2022
Q2 		$183K Sell
1,731
-523
-23% -$55.5K 0.06% 254
2022
Q1 		$245K Buy
+2,254
New +$250K 0.07% 233
2021
Q3 		$260K Hold
2,254
– – 0.09% 172
2021
Q2 		$261K Hold
2,254
– – 0.1% 180
2021
Q1 		$259K Buy
+2,254
New +$262K 0.15% 123

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