Kovitz Investment Group Partners’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 | $702K | Sell |
6,570
-1,042
| -14% | -$111K | ﹤0.01% | 875 |
|
|
2025
Q1 | $807K | Sell |
7,612
-437
| -5% | -$46.3K | ﹤0.01% | 789 |
|
|
2024
Q4 | $839K | Sell |
8,049
-2,664
| -25% | -$278K | ﹤0.01% | 754 |
|
|
2024
Q3 | $1.15M | Sell |
10,713
-707
| -6% | -$75.7K | 0.01% | 593 |
|
|
2024
Q2 | $1.18M | Sell |
11,420
-227
| -2% | -$23.5K | 0.01% | 500 |
|
|
2024
Q1 | $1.21M | Buy |
+11,647
| New | +$1.21M | 0.02% | 376 |
|
|
2020
Q3 | – | Sell |
-4,245
| Closed | -$500K | – | 393 |
|
|
2020
Q2 | $500K | Buy |
+4,245
| New | +$500K | 0.02% | 305 |
|