OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Sell |
7,448
-752
| -9% | -$80.3K | 0.01% | 721 |
|
|
2025
Q1 | $869K | Sell |
8,200
-191
| -2% | -$20.3K | 0.01% | 650 |
|
|
2024
Q4 | $875K | Sell |
8,391
-1,213
| -13% | -$126K | 0.01% | 677 |
|
|
2024
Q3 | $1.03M | Sell |
9,604
-877
| -8% | -$93.9K | 0.01% | 641 |
|
|
2024
Q2 | $1.09M | Buy |
10,481
+104
| +1% | +$10.8K | 0.01% | 587 |
|
|
2024
Q1 | $1.08M | Sell |
10,377
-21
| -0.2% | -$2.18K | 0.02% | 481 |
|
|
2023
Q4 | $1.09M | Buy |
+10,398
| New | +$1.09M | 0.02% | 448 |
|
|
2023
Q1 | – | Sell |
-3,740
| Closed | -$383K | – | 978 |
|
|
2022
Q4 | $383K | Sell |
3,740
-2,287
| -38% | -$234K | 0.01% | 589 |
|
|
2022
Q3 | $613K | Sell |
6,027
-3,956
| -40% | -$402K | 0.02% | 406 |
|
|
2022
Q2 | $1.05M | Buy |
9,983
+39
| +0.4% | +$4.12K | 0.05% | 247 |
|
|
2022
Q1 | $1.08M | Buy |
9,944
+23
| +0.2% | +$2.5K | 0.04% | 255 |
|
|
2021
Q4 | $1.13M | Buy |
+9,921
| New | +$1.13M | 0.04% | 254 |
|