New Legacy Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $892K | Hold |
8,800
| – | – | 2.44% | 10 |
|
|
2023
Q2 | $906K | Hold |
8,800
| – | – | 2.29% | 11 |
|
|
2023
Q1 | $920K | Hold |
8,800
| – | – | 2.62% | 11 |
|
|
2022
Q4 | $902K | Sell |
8,800
-1,000
| -10% | -$102K | 2.8% | 11 |
|
|
2022
Q3 | $997K | Sell |
9,800
-600
| -6% | -$61K | 2.57% | 10 |
|
|
2022
Q2 | $1.1M | Hold |
10,400
| – | – | 2.23% | 10 |
|
|
2022
Q1 | $1.13M | Hold |
10,400
| – | – | 0.42% | 11 |
|
|
2021
Q4 | $1.18M | Buy |
+10,400
| New | +$1.18M | 0.23% | 11 |
|