JFS Wealth Advisors’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 | $78K | Hold |
730
| – | – | 0.01% | 406 |
|
|
2025
Q1 | $77.4K | Hold |
730
| – | – | 0.01% | 399 |
|
|
2024
Q4 | $76.1K | Hold |
730
| – | – | 0.01% | 392 |
|
|
2024
Q3 | $78.2K | Hold |
730
| – | – | 0.01% | 397 |
|
|
2024
Q2 | $75.7K | Hold |
730
| – | – | 0.01% | 360 |
|
|
2024
Q1 | $75.9K | Hold |
730
| – | – | 0.01% | 365 |
|
|
2023
Q4 | $76.5K | Hold |
730
| – | – | 0.01% | 350 |
|
|
2023
Q3 | $74K | Hold |
730
| – | – | 0.01% | 322 |
|
|
2023
Q2 | $75.1K | Sell |
730
-863
| -54% | -$88.8K | 0.01% | 317 |
|
|
2023
Q1 | $166K | Hold |
1,593
| – | – | 0.02% | 232 |
|
|
2022
Q4 | $163K | Hold |
1,593
| – | – | 0.02% | 231 |
|
|
2022
Q3 | $162K | Hold |
1,593
| – | – | 0.02% | 237 |
|
|
2022
Q2 | $168K | Buy |
1,593
+863
| +118% | +$91K | 0.02% | 234 |
|
|
2022
Q1 | $79K | Hold |
730
| – | – | 0.01% | 335 |
|
|
2021
Q4 | $83K | Hold |
730
| – | – | 0.01% | 342 |
|
|
2021
Q3 | $84K | Buy |
+730
| New | +$84K | 0.01% | 342 |
|