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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$216K Sell
2025
Q1
$215K Hold
2024
Q4
$212K Sell
2024
Q3
$724K Sell
2024
Q2
$1.1M Buy
2024
Q1
$269K Buy
2021
Q1
Sell
2020
Q4
$174K Buy
2016
Q4
Sell
2016
Q3
$8K Hold
2016
Q2
$8K Buy