Steward Partners Investment Advisory’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 | $56.1K | Hold |
525
| – | – | ﹤0.01% | 2416 |
|
2025
Q1 | $55.7K | Sell |
525
-51
| -9% | -$5.41K | ﹤0.01% | 2328 |
|
2024
Q4 | $60K | Sell |
576
-24
| -4% | -$2.5K | ﹤0.01% | 2245 |
|
2024
Q3 | $64.3K | Hold |
600
| – | – | ﹤0.01% | 2110 |
|
2024
Q2 | $62.2K | Hold |
600
| – | – | ﹤0.01% | 1997 |
|
2024
Q1 | $62.4K | Hold |
600
| – | – | ﹤0.01% | 1993 |
|
2023
Q4 | $62.9K | Hold |
600
| – | – | ﹤0.01% | 1878 |
|
2023
Q3 | $60.8K | Sell |
600
-555
| -48% | -$56.2K | ﹤0.01% | 1814 |
|
2023
Q2 | $119K | Hold |
1,155
| – | – | ﹤0.01% | 1503 |
|
2023
Q1 | $121K | Buy |
+1,155
| New | +$121K | ﹤0.01% | 1504 |
|