Mitchell Sinkler & Starr’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 | $1.22M | Buy |
11,425
+2,160
| +23% | +$231K | 0.58% | 46 |
|
|
2025
Q1 | $982K | Hold |
9,265
| – | – | 0.28% | 64 |
|
|
2024
Q4 | $966K | Sell |
9,265
-2,265
| -20% | -$236K | 0.26% | 68 |
|
|
2024
Q3 | $992K | Buy |
11,530
+2,265
| +24% | +$195K | 0.25% | 71 |
|
|
2024
Q2 | $961K | Hold |
9,265
| – | – | 0.25% | 69 |
|
|
2024
Q1 | $963K | Hold |
9,265
| – | – | 0.24% | 77 |
|
|
2023
Q4 | $971K | Buy |
+9,265
| New | +$971K | 0.18% | 97 |
|
|
2023
Q3 | – | Sell |
-9,265
| Closed | -$953K | – | 111 |
|
|
2023
Q2 | $953K | Hold |
9,265
| – | – | 0.27% | 68 |
|
|
2023
Q1 | $968K | Sell |
9,265
-2,160
| -19% | -$226K | 0.29% | 68 |
|
|
2022
Q4 | $1.17M | Hold |
11,425
| – | – | 0.38% | 60 |
|
|
2022
Q3 | $1.16M | Hold |
11,425
| – | – | 0.45% | 49 |
|
|
2022
Q2 | $1.21M | Sell |
11,425
-1,420
| -11% | -$150K | 0.44% | 50 |
|
|
2022
Q1 | $1.39M | Sell |
12,845
-950
| -7% | -$103K | 0.44% | 50 |
|
|
2021
Q4 | $1.57M | Buy |
13,795
+1,340
| +11% | +$152K | 0.47% | 46 |
|
|
2021
Q3 | $1.43M | Buy |
12,455
+3,270
| +36% | +$376K | 1.3% | 30 |
|
|
2021
Q2 | $1.06M | Buy |
9,185
+660
| +8% | +$76.3K | 0.97% | 41 |
|
|
2021
Q1 | $979K | Buy |
8,525
+1,300
| +18% | +$149K | 0.95% | 40 |
|
|
2020
Q4 | $850K | Buy |
7,225
+1,300
| +22% | +$153K | 0.81% | 44 |
|
|
2020
Q3 | $698K | Buy |
5,925
+2,125
| +56% | +$250K | 0.71% | 47 |
|
|
2020
Q2 | $447K | Buy |
3,800
+850
| +29% | +$100K | 0.51% | 60 |
|
|
2020
Q1 | $338K | Hold |
2,950
| – | – | 0.44% | 65 |
|
|
2019
Q4 | $332K | Buy |
+2,950
| New | +$332K | 0.35% | 78 |
|