Trajan Wealth’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
$2.96M Sell
27,740
-2,424
-8% -$259K 0.14% 97
2025
Q1
$3.2M Sell
30,164
-1,185
-4% -$126K 0.17% 98
2024
Q4
$3.27M Sell
31,349
-4,757
-13% -$496K 0.18% 99
2024
Q3
$3.87M Sell
36,106
-2,906
-7% -$311K 0.23% 91
2024
Q2
$4.05M Sell
39,012
-1,807
-4% -$187K 0.26% 83
2024
Q1
$4.24M Buy
+40,819
New +$4.24M 0.29% 81