JFS Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78K | Hold |
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|
2025
Q1 | $77.4K | Hold |
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|
2024
Q4 | $76.1K | Hold |
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|
2024
Q3 | $78.2K | Hold |
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|
2024
Q2 | $75.7K | Hold |
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|
2024
Q1 | $75.9K | Hold |
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|
2023
Q4 | $76.5K | Hold |
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|
2023
Q3 | $74K | Hold |
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|
2023
Q2 | $75.1K | Sell |
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|
2023
Q1 | $166K | Hold |
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|
2022
Q4 | $163K | Hold |
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|
2022
Q3 | $162K | Hold |
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|
2022
Q2 | $168K | Buy |
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|
2022
Q1 | $79K | Hold |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $84K | Buy |
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