Independence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-34,004
| Closed | -$3.9M | – | 20 |
|
|
2020
Q1 | $3.9M | Buy |
34,004
+1,301
| +4% | +$149K | 4.69% | 11 |
|
|
2019
Q4 | $3.68M | Buy |
32,703
+2,285
| +8% | +$257K | 3.58% | 12 |
|
|
2019
Q3 | $3.44M | Buy |
+30,418
| New | +$3.44M | 3.63% | 12 |
|
|
2018
Q2 | – | Sell |
-29,730
| Closed | -$3.22M | – | 23 |
|
|
2018
Q1 | $3.22M | Buy |
29,730
+637
| +2% | +$69K | 2.98% | 16 |
|
|
2017
Q4 | $3.19M | Buy |
+29,093
| New | +$3.19M | 2.92% | 15 |
|