OWA
Opal Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
18,459
-16,070
| -47% | -$1.72M | 0.55% | 23 |
|
|
2025
Q1 | $3.66M | Buy |
34,529
+5,923
| +21% | +$628K | 1.13% | 12 |
|
|
2024
Q4 | $2.98M | Buy |
28,606
+3,998
| +16% | +$417K | 0.89% | 20 |
|
|
2024
Q3 | $2.64M | Buy |
24,608
+2,303
| +10% | +$247K | 0.83% | 23 |
|
|
2024
Q2 | $2.31M | Buy |
22,305
+1,407
| +7% | +$146K | 0.74% | 22 |
|
|
2024
Q1 | $2.17M | Buy |
20,898
+3,250
| +18% | +$338K | 0.74% | 24 |
|
|
2023
Q4 | $1.85M | Sell |
17,648
-725
| -4% | -$76K | 0.73% | 24 |
|
|
2023
Q3 | $1.86M | Buy |
18,373
+7,345
| +67% | +$744K | 1.09% | 13 |
|
|
2023
Q2 | $1.13M | Buy |
11,028
+1,058
| +11% | +$109K | 0.57% | 20 |
|
|
2023
Q1 | $1.04M | Buy |
9,970
+1,529
| +18% | +$160K | 0.61% | 18 |
|
|
2022
Q4 | $865K | Buy |
8,441
+812
| +11% | +$83.2K | 0.48% | 32 |
|
|
2022
Q3 | $776K | Sell |
7,629
-134
| -2% | -$13.6K | 0.57% | 25 |
|
|
2022
Q2 | $819K | Buy |
7,763
+298
| +4% | +$31.4K | 0.54% | 26 |
|
|
2022
Q1 | $810K | Buy |
7,465
+207
| +3% | +$22.5K | 0.71% | 21 |
|
|
2021
Q4 | $826K | Buy |
7,258
+379
| +6% | +$43.1K | 0.52% | 35 |
|
|
2021
Q3 | $792K | Sell |
6,879
-1,001
| -13% | -$115K | 0.76% | 22 |
|
|
2021
Q2 | $911K | Buy |
7,880
+1,177
| +18% | +$136K | 0.85% | 20 |
|
|
2021
Q1 | $770K | Buy |
6,703
+1,104
| +20% | +$127K | 0.84% | 20 |
|
|
2020
Q4 | $659K | Buy |
+5,599
| New | +$659K | 0.83% | 20 |
|