Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-979
| Closed | -$115K | – | 890 |
|
|
2020
Q3 | $115K | Sell |
979
-1,058
| -52% | -$124K | 0.03% | 216 |
|
|
2020
Q2 | $240K | Sell |
2,037
-2,608
| -56% | -$307K | 0.05% | 158 |
|
|
2020
Q1 | $533K | Buy |
4,645
+3,745
| +416% | +$430K | 0.12% | 101 |
|
|
2019
Q4 | $101K | Hold |
900
| – | – | 0.02% | 229 |
|
|
2019
Q3 | $102K | Sell |
900
-100
| -10% | -$11.3K | 0.02% | 210 |
|
|
2019
Q2 | $112K | Sell |
1,000
-112
| -10% | -$12.5K | 0.02% | 212 |
|
|
2019
Q1 | $123K | Hold |
1,112
| – | – | 0.03% | 217 |
|
|
2018
Q4 | $120K | Sell |
1,112
-3,543
| -76% | -$382K | 0.03% | 206 |
|
|
2018
Q3 | $500K | Sell |
4,655
-76
| -2% | -$8.16K | 0.1% | 114 |
|
|
2018
Q2 | $510K | Sell |
4,731
-363
| -7% | -$39.1K | 0.11% | 111 |
|
|
2018
Q1 | $552K | Buy |
+5,094
| New | +$552K | 0.12% | 105 |
|