Plancorp LLC’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
2023
Q1
Sell
-2,342
Closed -$240K 255
2022
Q4
$240K Hold
2,342
0.01% 214
2022
Q3
$238K Hold
2,342
0.02% 203
2022
Q2
$247K Hold
2,342
0.02% 207
2022
Q1
$254K Sell
2,342
-480
-17% -$52.1K 0.02% 217
2021
Q4
$321K Hold
2,822
0.02% 190
2021
Q3
$325K Hold
2,822
0.02% 174
2021
Q2
$326K Hold
2,822
0.03% 166
2021
Q1
$324K Hold
2,822
0.07% 155
2020
Q4
$332K Hold
2,822
0.08% 150
2020
Q3
$332K Hold
2,822
0.1% 128
2020
Q2
$332K Hold
2,822
0.1% 126
2020
Q1
$324K Hold
2,822
0.13% 116
2019
Q4
$318K Hold
2,822
0.1% 142
2019
Q3
$320K Hold
2,822
0.12% 127
2019
Q2
$317K Hold
2,822
0.13% 127
2019
Q1
$311K Hold
2,822
0.12% 131
2018
Q4
$305K Hold
2,822
0.14% 115
2018
Q3
$303K Hold
2,822
0.12% 129
2018
Q2
$304K Hold
2,822
0.12% 126
2018
Q1
$306K Hold
2,822
0.1% 125
2017
Q4
$310K Hold
2,822
0.1% 128
2017
Q3
$312K Hold
2,822
0.09% 124
2017
Q2
$312K Hold
2,822
0.09% 120
2017
Q1
$311K Hold
2,822
0.09% 127
2016
Q4
$310K Buy
+2,822
New +$310K 0.09% 125
2016
Q1
Sell
-2,167
Closed -$238K 58
2015
Q4
$238K Hold
2,167
0.28% 65
2015
Q3
$241K Hold
2,167
0.22% 83
2015
Q2
$240K Hold
2,167
0.22% 65
2015
Q1
$242K Buy
+2,167
New +$242K 0.24% 79