Semus 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
Q4 | – | Sell |
-6,961
| Closed | -$746K | – | 119 |
|
|
2024
Q3 | $746K | Sell |
6,961
-2,726
| -28% | -$292K | 0.52% | 42 |
|
|
2024
Q2 | $1M | Sell |
9,687
-525
| -5% | -$54.5K | 0.78% | 30 |
|
|
2024
Q1 | $1.06M | Buy |
10,212
+346
| +4% | +$36K | 0.89% | 25 |
|
|
2023
Q4 | $1.03M | Buy |
9,866
+53
| +0.5% | +$5.55K | 0.85% | 24 |
|
|
2023
Q3 | $994K | Hold |
9,813
| – | – | 0.93% | 21 |
|
|
2023
Q2 | $1.01M | Buy |
9,813
+16
| +0.2% | +$1.65K | 0.93% | 16 |
|
|
2023
Q1 | $1.02M | Sell |
9,797
-150
| -2% | -$15.7K | 1.1% | 14 |
|
|
2022
Q4 | $1.02M | Buy |
+9,947
| New | +$1.02M | 1.24% | 12 |
|