Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,129
| Closed | -$127K | – | 552 |
|
|
2016
Q3 | $127K | Hold |
1,129
| – | – | 0.05% | 287 |
|
|
2016
Q2 | $128K | Hold |
1,129
| – | – | 0.05% | 280 |
|
|
2016
Q1 | $127K | Hold |
1,129
| – | – | 0.05% | 250 |
|
|
2015
Q4 | $124K | Hold |
1,129
| – | – | 0.05% | 254 |
|
|
2015
Q3 | $125K | Hold |
1,129
| – | – | 0.05% | 244 |
|
|
2015
Q2 | $125K | Hold |
1,129
| – | – | 0.05% | 252 |
|
|
2015
Q1 | $126K | Buy |
+1,129
| New | +$126K | 0.05% | 250 |
|