Patriot Financial Group Insurance Agency’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 | $4.56M | Buy |
42,724
+1,263
| +3% | +$135K | 0.52% | 45 |
|
|
2025
Q1 | $4.4M | Buy |
41,461
+15,241
| +58% | +$1.62M | 0.59% | 36 |
|
|
2024
Q4 | $2.73M | Buy |
26,220
+13,465
| +106% | +$1.4M | 0.37% | 63 |
|
|
2024
Q3 | $1.37M | Buy |
12,755
+6,583
| +107% | +$705K | 0.18% | 133 |
|
|
2024
Q2 | $640K | Buy |
6,172
+567
| +10% | +$58.8K | 0.09% | 234 |
|
|
2024
Q1 | $583K | Buy |
5,605
+1,726
| +44% | +$179K | 0.09% | 241 |
|
|
2023
Q4 | $406K | Buy |
3,879
+230
| +6% | +$24.1K | 0.08% | 279 |
|
|
2023
Q3 | $370K | Buy |
3,649
+1,443
| +65% | +$146K | 0.08% | 292 |
|
|
2023
Q2 | $227K | Buy |
+2,206
| New | +$227K | 0.04% | 403 |
|
|
2022
Q3 | – | Sell |
-23
| Closed | -$2K | – | 1031 |
|
|
2022
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 1759 |
|
|
2022
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 1847 |
|
|
2021
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 1858 |
|
|
2021
Q3 | $3K | Buy |
23
+2
| +10% | +$261 | ﹤0.01% | 1843 |
|
|
2021
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 1876 |
|
|
2021
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 1776 |
|
|
2020
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 1635 |
|
|
2020
Q3 | $2K | Buy |
21
+1
| +5% | +$95 | ﹤0.01% | 1453 |
|
|
2020
Q2 | $2K | Sell |
20
-2
| -9% | -$200 | ﹤0.01% | 1391 |
|
|
2020
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 1212 |
|
|
2019
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1088 |
|