Rothschild Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.8K | Sell |
775
-125
| -14% | -$13.3K | 0.01% | 681 |
|
|
2025
Q1 | $95.4K | Sell |
900
-150
| -14% | -$15.9K | 0.01% | 642 |
|
|
2024
Q4 | $109K | Hold |
1,050
| – | – | 0.01% | 618 |
|
|
2024
Q3 | $112K | Hold |
1,050
| – | – | 0.01% | 627 |
|
|
2024
Q2 | $109K | Sell |
1,050
-150
| -13% | -$15.6K | 0.01% | 605 |
|
|
2024
Q1 | $125K | Sell |
1,200
-200
| -14% | -$20.8K | 0.01% | 553 |
|
|
2023
Q4 | $147K | Buy |
+1,400
| New | +$147K | 0.01% | 469 |
|