Strategic Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,859
| Closed | -$215K | – | 186 |
|
|
2021
Q2 | $215K | Sell |
1,859
-18,472
| -91% | -$2.14M | 0.05% | 182 |
|
|
2021
Q1 | $2.34M | Sell |
20,331
-15,184
| -43% | -$1.74M | 0.61% | 37 |
|
|
2020
Q4 | $4.18M | Sell |
35,515
-23,861
| -40% | -$2.81M | 1.2% | 21 |
|
|
2020
Q3 | $6.99M | Buy |
59,376
+2,580
| +5% | +$304K | 2.36% | 8 |
|
|
2020
Q2 | $6.69M | Buy |
56,796
+2,588
| +5% | +$305K | 2.52% | 6 |
|
|
2020
Q1 | $6.22M | Buy |
54,208
+2,423
| +5% | +$278K | 2.85% | 5 |
|
|
2019
Q4 | $5.83M | Buy |
51,785
+2,174
| +4% | +$245K | 2.41% | 6 |
|
|
2019
Q3 | $5.63M | Buy |
49,611
+6,031
| +14% | +$684K | 2.7% | 6 |
|
|
2019
Q2 | $4.93M | Buy |
43,580
+9,905
| +29% | +$1.12M | 2.69% | 7 |
|
|
2019
Q1 | $3.71M | Buy |
33,675
+5,494
| +19% | +$606K | 2.55% | 7 |
|
|
2018
Q4 | $3.05M | Buy |
+28,181
| New | +$3.05M | 2.74% | 7 |
|