SW
SVB Wealth’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Buy |
+53,964
| New | +$5.76M | 0.31% | 65 |
|
|
2025
Q1 | – | Sell |
-139,076
| Closed | -$14.5M | – | 1601 |
|
|
2024
Q4 | $14.5M | Buy |
+139,076
| New | +$14.5M | 0.27% | 55 |
|
|
2024
Q3 | – | Sell |
-148,221
| Closed | -$15.4M | – | 256 |
|
|
2024
Q2 | $15.4M | Sell |
148,221
-20,706
| -12% | -$2.15M | 0.38% | 57 |
|
|
2024
Q1 | $17.6M | Sell |
168,927
-47,318
| -22% | -$4.92M | 0.39% | 61 |
|
|
2023
Q4 | $22.7M | Sell |
216,245
-3,400
| -2% | -$356K | 0.55% | 40 |
|
|
2023
Q3 | $22.3M | Buy |
219,645
+71,609
| +48% | +$7.26M | 0.49% | 41 |
|
|
2023
Q2 | $15.2M | Sell |
148,036
-21,322
| -13% | -$2.19M | 0.28% | 86 |
|
|
2023
Q1 | $17.7M | Sell |
169,358
-14,860
| -8% | -$1.55M | 0.25% | 84 |
|
|
2022
Q4 | $18.9M | Buy |
184,218
+63,869
| +53% | +$6.54M | 0.25% | 78 |
|
|
2022
Q3 | $12.2M | Sell |
120,349
-2,041
| -2% | -$208K | 0.18% | 98 |
|
|
2022
Q2 | $12.9M | Buy |
122,390
+15,544
| +15% | +$1.64M | 0.2% | 91 |
|
|
2022
Q1 | $11.6M | Sell |
106,846
-11,920
| -10% | -$1.29M | 0.16% | 104 |
|
|
2021
Q4 | $13.5M | Sell |
118,766
-6,896
| -5% | -$784K | 0.22% | 89 |
|
|
2021
Q3 | $14.5M | Buy |
125,662
+2,421
| +2% | +$279K | 0.19% | 99 |
|
|
2021
Q2 | $14.2M | Buy |
123,241
+8,349
| +7% | +$965K | 0.18% | 98 |
|
|
2021
Q1 | $13.2M | Sell |
114,892
-14,512
| -11% | -$1.67M | 0.18% | 99 |
|
|
2020
Q4 | $15.2M | Buy |
129,404
+12,209
| +10% | +$1.44M | 0.22% | 82 |
|
|
2020
Q3 | $13.8M | Buy |
117,195
+2,578
| +2% | +$304K | 0.23% | 82 |
|
|
2020
Q2 | $13.5M | Buy |
114,617
+6,649
| +6% | +$783K | 0.25% | 75 |
|
|
2020
Q1 | $12.4M | Sell |
107,968
-442
| -0.4% | -$50.7K | 0.3% | 55 |
|
|
2019
Q4 | $12.2M | Buy |
108,410
+8,580
| +9% | +$967K | 0.22% | 81 |
|
|
2019
Q3 | $11.3M | Buy |
99,830
+8,639
| +9% | +$978K | 0.23% | 79 |
|
|
2019
Q2 | $10.2M | Buy |
+91,191
| New | +$10.2M | 0.34% | 80 |
|