Lumature Wealth Partners’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
2023
Q2
$19.3K Sell
2023
Q1
$21.6K Hold
2022
Q4
$21.2K Hold
2022
Q3
$21K Sell
2022
Q2
$28K Sell
2022
Q1
$48K Sell
2021
Q4
$60K Hold
2021
Q3
$60K Sell
2021
Q2
$64K Sell
2021
Q1
$72K Sell
2020
Q4
$92K Buy