Phillips Financial 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 | $140K | Hold |
1,315
| – | – | 0.01% | 195 |
|
|
2025
Q1 | $139K | Buy |
1,315
+1
| +0.1% | +$106 | 0.01% | 188 |
|
|
2024
Q4 | $137K | Sell |
1,314
-170
| -11% | -$17.7K | 0.01% | 183 |
|
|
2024
Q3 | $159K | Sell |
1,484
-81
| -5% | -$8.67K | 0.01% | 186 |
|
|
2024
Q2 | $162K | Buy |
1,565
+1
| +0.1% | +$104 | 0.01% | 188 |
|
|
2024
Q1 | $163K | Sell |
1,564
-144
| -8% | -$15K | 0.01% | 184 |
|
|
2023
Q4 | $179K | Buy |
1,708
+1
| +0.1% | +$105 | 0.02% | 168 |
|
|
2023
Q3 | $173K | Buy |
1,707
+1
| +0.1% | +$101 | 0.02% | 164 |
|
|
2023
Q2 | $176K | Hold |
1,706
| – | – | 0.02% | 165 |
|
|
2023
Q1 | $178K | Buy |
1,706
+1
| +0.1% | +$104 | 0.02% | 167 |
|
|
2022
Q4 | $175K | Buy |
1,705
+29
| +2% | +$2.97K | 0.02% | 154 |
|
|
2022
Q3 | $170K | Buy |
+1,676
| New | +$170K | 0.02% | 149 |
|
|
2017
Q1 | – | Sell |
-10,424
| Closed | -$1.15M | – | 69 |
|
|
2016
Q4 | $1.15M | Buy |
+10,424
| New | +$1.15M | 0.29% | 51 |
|