Triad Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.03M | Sell |
10,130
-2,258
| -18% | -$229K | 0.36% | 31 |
|
|
2023
Q2 | $1.27M | Sell |
12,388
-2,467
| -17% | -$254K | 0.52% | 26 |
|
|
2023
Q1 | $1.55M | Sell |
14,855
-784
| -5% | -$81.9K | 0.68% | 22 |
|
|
2022
Q4 | $1.6M | Sell |
15,639
-77
| -0.5% | -$7.89K | 0.71% | 20 |
|
|
2022
Q3 | $1.6M | Sell |
15,716
-1,611
| -9% | -$164K | 0.87% | 16 |
|
|
2022
Q2 | $1.83M | Buy |
17,327
+415
| +2% | +$43.8K | 1.01% | 14 |
|
|
2022
Q1 | $1.84M | Sell |
16,912
-70
| -0.4% | -$7.6K | 0.98% | 14 |
|
|
2021
Q4 | $1.93M | Buy |
+16,982
| New | +$1.93M | 1.15% | 12 |
|