Northwestern Mutual Wealth Management’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 | $159K | Buy |
1,490
+800
| +116% | +$85.4K | ﹤0.01% | 1836 |
|
2025
Q1 | $73.2K | Sell |
690
-58
| -8% | -$6.15K | ﹤0.01% | 2047 |
|
2024
Q4 | $78K | Sell |
748
-260
| -26% | -$27.1K | ﹤0.01% | 2013 |
|
2024
Q3 | $108K | Buy |
1,008
+759
| +305% | +$81.3K | ﹤0.01% | 1862 |
|
2024
Q2 | $25.8K | Sell |
249
-246
| -50% | -$25.5K | ﹤0.01% | 2316 |
|
2024
Q1 | $51.5K | Sell |
495
-10
| -2% | -$1.04K | ﹤0.01% | 2062 |
|
2023
Q4 | $52.9K | Buy |
+505
| New | +$52.9K | ﹤0.01% | 2027 |
|
2023
Q3 | – | Sell |
-110
| Closed | -$11.3K | – | 3389 |
|
2023
Q2 | $11.3K | Buy |
110
+61
| +124% | +$6.28K | ﹤0.01% | 2530 |
|
2023
Q1 | $5.12K | Buy |
49
+43
| +717% | +$4.49K | ﹤0.01% | 2742 |
|
2022
Q4 | $615 | Sell |
6
-292
| -98% | -$29.9K | ﹤0.01% | 3104 |
|
2022
Q3 | $31K | Sell |
298
-144
| -33% | -$15K | ﹤0.01% | 2053 |
|
2022
Q2 | $47K | Hold |
442
| – | – | ﹤0.01% | 1938 |
|
2022
Q1 | $48K | Hold |
442
| – | – | ﹤0.01% | 1965 |
|
2021
Q4 | $51K | Sell |
442
-805
| -65% | -$92.9K | ﹤0.01% | 1975 |
|
2021
Q3 | $144K | Buy |
1,247
+500
| +67% | +$57.7K | ﹤0.01% | 1471 |
|
2021
Q2 | $87K | Buy |
747
+105
| +16% | +$12.2K | ﹤0.01% | 1650 |
|
2021
Q1 | $74K | Buy |
642
+291
| +83% | +$33.5K | ﹤0.01% | 1598 |
|
2020
Q4 | $42K | Sell |
351
-92
| -21% | -$11K | ﹤0.01% | 1706 |
|
2020
Q3 | $52K | Buy |
443
+437
| +7,283% | +$51.3K | ﹤0.01% | 1488 |
|
2020
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 2287 |
|
2019
Q4 | – | Sell |
-58
| Closed | -$7K | – | 2476 |
|
2019
Q3 | $7K | Buy |
+58
| New | +$7K | ﹤0.01% | 2002 |
|
2019
Q2 | – | Sell |
-200
| Closed | -$22K | – | 2583 |
|
2019
Q1 | $22K | Buy |
+200
| New | +$22K | ﹤0.01% | 1680 |
|
2018
Q4 | – | Sell |
-1,813
| Closed | -$195K | – | 2488 |
|
2018
Q3 | $195K | Buy |
1,813
+1,313
| +263% | +$141K | ﹤0.01% | 812 |
|
2018
Q2 | $54K | Buy |
500
+2
| +0.4% | +$216 | ﹤0.01% | 1215 |
|
2018
Q1 | $54K | Sell |
498
-16
| -3% | -$1.74K | ﹤0.01% | 1164 |
|
2017
Q4 | $56K | Sell |
514
-678
| -57% | -$73.9K | ﹤0.01% | 1108 |
|
2017
Q3 | $132K | Buy |
1,192
+595
| +100% | +$65.9K | ﹤0.01% | 818 |
|
2017
Q2 | $66K | Buy |
597
+108
| +22% | +$11.9K | ﹤0.01% | 1006 |
|
2017
Q1 | $54K | Buy |
+489
| New | +$54K | ﹤0.01% | 1000 |
|