Trail Ridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Buy |
44,685
+1,116
| +3% | +$119K | 2.29% | 10 |
|
|
2025
Q1 | $4.62M | Buy |
43,569
+10,763
| +33% | +$1.14M | 2.38% | 8 |
|
|
2024
Q4 | $3.42M | Buy |
32,806
+1,557
| +5% | +$162K | 1.63% | 16 |
|
|
2024
Q3 | $3.29M | Buy |
31,249
+2,328
| +8% | +$245K | 1.57% | 17 |
|
|
2024
Q2 | $3M | Sell |
28,921
-88
| -0.3% | -$9.13K | 1.55% | 16 |
|
|
2024
Q1 | $3.02M | Sell |
29,009
-892
| -3% | -$92.8K | 1.71% | 17 |
|
|
2023
Q4 | $3.13M | Buy |
29,901
+988
| +3% | +$104K | 1.92% | 12 |
|
|
2023
Q3 | $2.93M | Sell |
28,913
-6,735
| -19% | -$682K | 1.99% | 12 |
|
|
2023
Q2 | $3.67M | Buy |
35,648
+12,882
| +57% | +$1.33M | 2.26% | 6 |
|
|
2023
Q1 | $2.38M | Sell |
22,766
-760
| -3% | -$79.4K | 1.55% | 13 |
|
|
2022
Q4 | $2.41M | Buy |
23,526
+6,476
| +38% | +$664K | 1.66% | 12 |
|
|
2022
Q3 | $1.74M | Buy |
17,050
+2,577
| +18% | +$264K | 1.15% | 26 |
|
|
2022
Q2 | $1.53M | Sell |
14,473
-4,156
| -22% | -$439K | 1.04% | 28 |
|
|
2022
Q1 | $2.02M | Sell |
18,629
-2,625
| -12% | -$285K | 1.24% | 19 |
|
|
2021
Q4 | $2.42M | Buy |
+21,254
| New | +$2.42M | 1.45% | 16 |
|