Orgel Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Orgel Wealth Management’s Portfolio GVI Stock Details GVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$926K	Buy
2024 Q1	–	Sell
2023 Q4	$1.78M	Buy
2017 Q1	–	Sell
2016 Q4	$238K	Buy