Jones Financial Companies’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 | $167K | Buy |
1,563
+668
| +75% | +$71.2K | ﹤0.01% | 1729 |
|
|
2025
Q1 | $94.8K | Sell |
895
-109
| -11% | -$11.5K | ﹤0.01% | 1796 |
|
|
2024
Q4 | $105K | Hold |
1,004
| – | – | ﹤0.01% | 1608 |
|
|
2024
Q3 | $108K | Buy |
1,004
+204
| +26% | +$21.9K | ﹤0.01% | 1371 |
|
|
2024
Q2 | $83K | Buy |
+800
| New | +$83K | ﹤0.01% | 1103 |
|
|
2023
Q1 | – | Sell |
-170
| Closed | -$17K | – | 649 |
|
|
2022
Q4 | $17K | Buy |
+170
| New | +$17K | ﹤0.01% | 435 |
|