OWM
Orgel Wealth Management’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
Q1 | – | Sell |
-8,880
| Closed | -$926K | – | 85 |
|
|
2024
Q4 | $926K | Buy |
+8,880
| New | +$926K | 0.02% | 48 |
|
|
2024
Q1 | – | Sell |
-16,993
| Closed | -$1.78M | – | 82 |
|
|
2023
Q4 | $1.78M | Buy |
+16,993
| New | +$1.78M | 0.05% | 36 |
|
|
2017
Q1 | – | Sell |
-2,165
| Closed | -$238K | – | 29 |
|
|
2016
Q4 | $238K | Buy |
+2,165
| New | +$238K | 0.15% | 19 |
|