IWA
IVC Wealth Advisors’s iShares GNMA Bond ETF GNMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,700
| Closed | -$208K | – | 166 |
|
|
2023
Q4 | $208K | Buy |
+4,700
| New | +$208K | 0.13% | 152 |
|
|
2023
Q3 | – | Sell |
-4,700
| Closed | -$206K | – | 158 |
|
|
2023
Q2 | $206K | Hold |
4,700
| – | – | 0.13% | 146 |
|
|
2023
Q1 | $209K | Buy |
+4,700
| New | +$209K | 0.15% | 135 |
|