Loring Wolcott & Coolidge Fiduciary 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
2024
Q2
Sell
-1,097
Closed -$112K 562
2024
Q1
$112K Buy
+1,097
New +$112K ﹤0.01% 324
2020
Q2
Sell
-91
Closed -$10K 609
2020
Q1
$10K Hold
91
﹤0.01% 539
2019
Q4
$10K Buy
+91
New +$10K ﹤0.01% 579