Perigon Wealth Management’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 | $216K | Sell |
2,024
-6
| -0.3% | -$641 | 0.01% | 980 |
|
|
2025
Q1 | $215K | Hold |
2,030
| – | – | 0.01% | 934 |
|
|
2024
Q4 | $212K | Sell |
2,030
-4,727
| -70% | -$493K | 0.01% | 958 |
|
|
2024
Q3 | $724K | Sell |
6,757
-3,861
| -36% | -$414K | 0.02% | 509 |
|
|
2024
Q2 | $1.1M | Buy |
10,618
+8,030
| +310% | +$833K | 0.03% | 350 |
|
|
2024
Q1 | $269K | Buy |
+2,588
| New | +$269K | 0.01% | 714 |
|
|
2021
Q1 | – | Sell |
-1,481
| Closed | -$174K | – | 711 |
|
|
2020
Q4 | $174K | Buy |
+1,481
| New | +$174K | 0.02% | 418 |
|
|
2016
Q4 | – | Sell |
-71
| Closed | -$8K | – | 726 |
|
|
2016
Q3 | $8K | Hold |
71
| – | – | ﹤0.01% | 507 |
|
|
2016
Q2 | $8K | Buy |
+71
| New | +$8K | ﹤0.01% | 382 |
|