Independent Solutions Wealth Management’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 | $9.91M | Buy |
92,777
+13
| +0% | +$1.39K | 1.93% | 12 |
|
|
2025
Q1 | $9.83M | Buy |
92,764
+1,067
| +1% | +$113K | 2.2% | 8 |
|
|
2024
Q4 | $9.56M | Sell |
91,697
-27,584
| -23% | -$2.88M | 2.09% | 10 |
|
|
2024
Q3 | $12.8M | Sell |
119,281
-1,818
| -2% | -$195K | 2.89% | 7 |
|
|
2024
Q2 | $12.6M | Buy |
121,099
+868
| +0.7% | +$90K | 2.88% | 7 |
|
|
2024
Q1 | $12.5M | Buy |
120,231
+7,163
| +6% | +$745K | 2.97% | 5 |
|
|
2023
Q4 | $11.8M | Sell |
113,068
-2,422
| -2% | -$254K | 3.04% | 6 |
|
|
2023
Q3 | $11.7M | Buy |
115,490
+3,274
| +3% | +$332K | 3.04% | 5 |
|
|
2023
Q2 | $11.5M | Sell |
112,216
-1,876
| -2% | -$193K | 2.91% | 6 |
|
|
2023
Q1 | $11.9M | Buy |
114,092
+529
| +0.5% | +$55.3K | 3.51% | 5 |
|
|
2022
Q4 | $11.6M | Buy |
113,563
+13,773
| +14% | +$1.41M | 3.54% | 5 |
|
|
2022
Q3 | $10.1M | Sell |
99,790
-3,117
| -3% | -$317K | 3.33% | 5 |
|
|
2022
Q2 | $10.9M | Sell |
102,907
-8,176
| -7% | -$863K | 3.39% | 5 |
|
|
2022
Q1 | $12.1M | Sell |
111,083
-1,713
| -2% | -$186K | 2.84% | 6 |
|
|
2021
Q4 | $12.8M | Sell |
112,796
-6,808
| -6% | -$774K | 3.03% | 6 |
|
|
2021
Q3 | $13.8M | Sell |
119,604
-6,960
| -5% | -$801K | 3.41% | 5 |
|
|
2021
Q2 | $14.6M | Sell |
126,564
-1,726
| -1% | -$200K | 3.55% | 4 |
|
|
2021
Q1 | $14.7M | Buy |
128,290
+28,453
| +28% | +$3.27M | 4.05% | 4 |
|
|
2020
Q4 | $11.7M | Buy |
99,837
+15,242
| +18% | +$1.79M | 3.67% | 5 |
|
|
2020
Q3 | $9.96M | Buy |
84,595
+16,455
| +24% | +$1.94M | 3.8% | 5 |
|
|
2020
Q2 | $8.02M | Buy |
68,140
+8,931
| +15% | +$1.05M | 3.43% | 5 |
|
|
2020
Q1 | $6.79M | Sell |
59,209
-4,902
| -8% | -$562K | 3.75% | 5 |
|
|
2019
Q4 | $7.22M | Buy |
+64,111
| New | +$7.22M | 3.2% | 7 |
|