Optivise Advisory Services’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	$247K	Hold	2,311	–	–	0.13%	169
2025 Q1	$245K	Sell	2,311 -609	-21%	-$64.6K	0.14%	153
2024 Q4	$304K	Buy	2,920 +95	+3%	+$9.9K	0.16%	128
2024 Q3	$303K	Sell	2,825 -63	-2%	-$6.75K	0.16%	118
2024 Q2	$300K	Buy	+2,888	New	+$300K	0.16%	127