Integrated Wealth Concepts’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 | $649K | Buy |
6,081
+646
| +12% | +$69K | 0.01% | 1133 |
|
|
2025
Q1 | $576K | Buy |
5,435
+1,207
| +29% | +$128K | 0.01% | 1084 |
|
|
2024
Q4 | $441K | Buy |
4,228
+318
| +8% | +$33.1K | 0.01% | 1182 |
|
|
2024
Q3 | $419K | Buy |
3,910
+1,497
| +62% | +$160K | 0.01% | 1167 |
|
|
2024
Q2 | $250K | Buy |
+2,413
| New | +$250K | ﹤0.01% | 1421 |
|
|
2021
Q4 | – | Sell |
-1,772
| Closed | -$204K | – | 1003 |
|
|
2021
Q3 | $204K | Hold |
1,772
| – | – | 0.01% | 897 |
|
|
2021
Q2 | $205K | Buy |
+1,772
| New | +$205K | 0.01% | 767 |
|