Sequoia Financial Advisors’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 | $6.94M | Buy |
65,025
+2,854
| +5% | +$305K | 0.05% | 222 |
|
|
2025
Q1 | $6.59M | Sell |
62,171
-2,797
| -4% | -$297K | 0.05% | 233 |
|
|
2024
Q4 | $6.77M | Buy |
64,968
+2,161
| +3% | +$225K | 0.07% | 220 |
|
|
2024
Q3 | $6.73M | Sell |
62,807
-4,359
| -6% | -$467K | 0.07% | 186 |
|
|
2024
Q2 | $6.97M | Sell |
67,166
-3,342
| -5% | -$347K | 0.08% | 157 |
|
|
2024
Q1 | $7.33M | Sell |
70,508
-1,124
| -2% | -$117K | 0.09% | 159 |
|
|
2023
Q4 | $7.5M | Sell |
71,632
-25,235
| -26% | -$2.64M | 0.09% | 174 |
|
|
2023
Q3 | $9.82M | Sell |
96,867
-313
| -0.3% | -$31.7K | 0.17% | 103 |
|
|
2023
Q2 | $10M | Buy |
+97,180
| New | +$10M | 0.17% | 101 |
|