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