Quotient Wealth Partners’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
2024
Q2
Sell
-4,485
Closed -$466K 309
2024
Q1
$466K Sell
4,485
-3,849
-46% -$400K 0.02% 180
2023
Q4
$873K Buy
+8,334
New +$873K 0.03% 134