Sigma Planning Corp’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,173
Closed -$233K 1206
2024
Q3
$233K Sell
2,173
-12
-0.5% -$1.27K 0.01% 1068
2024
Q2
$227K Sell
2,185
-28
-1% -$2.89K 0.01% 1032
2024
Q1
$230K Buy
+2,213
New +$230K 0.01% 1076
2023
Q4
Sell
-2,310
Closed -$234K 987
2023
Q3
$234K Buy
+2,310
New +$236K 0.01% 1026
2018
Q1
Sell
-2,548
Closed -$280K 880
2017
Q4
$280K Buy
2,548
+196
+8% +$21.6K 0.02% 638
2017
Q3
$261K Buy
2,352
+8
+0.3% +$889 0.02% 656
2017
Q2
$260K Buy
2,344
+112
+5% +$12.4K 0.02% 614
2017
Q1
$246K Buy
2,232
+210
+10% +$23.1K 0.02% 628
2016
Q4
$222K Sell
2,022
-41
-2% -$4.55K 0.02% 605
2016
Q3
$233K Buy
+2,063
New +$233K 0.03% 598
2015
Q3
Sell
-2,052
Closed -$227K 714
2015
Q2
$227K Sell
2,052
-94
-4% -$10.4K 0.03% 586
2015
Q1
$240K Buy
+2,146
New +$239K 0.03% 610

Other funds holding GVI