Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $269K | Buy |
2,622
+1,191
| +83% | +$122K | 0.04% | 308 |
|
|
2022
Q3 | $146K | Sell |
1,431
-300
| -17% | -$30.6K | 0.05% | 283 |
|
|
2022
Q2 | $183K | Sell |
1,731
-523
| -23% | -$55.2K | 0.06% | 254 |
|
|
2022
Q1 | $245K | Buy |
+2,254
| New | +$245K | 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 | +$259K | 0.15% | 123 |
|