IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-293
| Closed | -$30.5K | – | 3274 |
|
|
2024
Q1 | $30.5K | Buy |
+293
| New | +$30.5K | ﹤0.01% | 1785 |
|
|
2023
Q4 | – | Sell |
-21
| Closed | -$2.13K | – | 3176 |
|
|
2023
Q3 | $2.13K | Buy |
+21
| New | +$2.13K | ﹤0.01% | 2819 |
|
|
2022
Q1 | – | Sell |
-975
| Closed | -$111K | – | 4563 |
|
|
2021
Q4 | $111K | Buy |
+975
| New | +$111K | ﹤0.01% | 1206 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3860 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3599 |
|
|
2021
Q1 | – | Sell |
-213
| Closed | -$25K | – | 3508 |
|
|
2020
Q4 | $25K | Hold |
213
| – | – | ﹤0.01% | 1712 |
|
|
2020
Q3 | $25K | Buy |
+213
| New | +$25K | ﹤0.01% | 1559 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3136 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3110 |
|
|
2019
Q4 | – | Sell |
-110
| Closed | -$12K | – | 3155 |
|
|
2019
Q3 | $12K | Buy |
+110
| New | +$12K | ﹤0.01% | 1977 |
|
|
2019
Q1 | $12K | Sell |
113
-214
| -65% | -$22.7K | ﹤0.01% | 1538 |
|
|
2018
Q4 | $35K | Hold |
327
| – | – | ﹤0.01% | 1801 |
|
|
2018
Q3 | $35K | Buy |
327
+192
| +142% | +$20.6K | ﹤0.01% | 2088 |
|
|
2018
Q2 | $15K | Sell |
135
-769
| -85% | -$85.4K | ﹤0.01% | 2607 |
|
|
2018
Q1 | $99K | Hold |
904
| – | – | ﹤0.01% | 1389 |
|
|
2017
Q4 | $99K | Sell |
904
-600
| -40% | -$65.7K | ﹤0.01% | 1387 |
|
|
2017
Q3 | $167K | Hold |
1,504
| – | – | 0.01% | 1241 |
|
|
2017
Q2 | $166K | Hold |
1,504
| – | – | 0.01% | 1229 |
|
|
2017
Q1 | $166K | Sell |
1,504
-473
| -24% | -$52.2K | 0.01% | 1207 |
|
|
2016
Q4 | $217K | Buy |
1,977
+586
| +42% | +$64.3K | 0.01% | 1009 |
|
|
2016
Q3 | $157K | Hold |
1,391
| – | – | 0.01% | 1121 |
|
|
2016
Q2 | $158K | Buy |
1,391
+1,278
| +1,131% | +$145K | 0.01% | 1091 |
|
|
2016
Q1 | $12K | Sell |
113
-1,423
| -93% | -$151K | ﹤0.01% | 1538 |
|
|
2015
Q4 | $168K | Buy |
+1,536
| New | +$168K | 0.01% | 911 |
|