True Link 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,262
| Closed | -$444K | – | 102 |
|
|
2024
Q4 | $444K | Hold |
4,262
| – | – | 0.04% | 41 |
|
|
2024
Q3 | $456K | Hold |
4,262
| – | – | 0.04% | 40 |
|
|
2024
Q2 | $442K | Sell |
4,262
-400
| -9% | -$41.5K | 0.04% | 40 |
|
|
2024
Q1 | $485K | Sell |
4,662
-3,500
| -43% | -$364K | 0.05% | 43 |
|
|
2023
Q4 | $855K | Buy |
+8,162
| New | +$855K | 0.09% | 32 |
|
|
2022
Q4 | – | Sell |
-5,231
| Closed | -$532K | – | 122 |
|
|
2022
Q3 | $532K | Hold |
5,231
| – | – | 0.08% | 83 |
|
|
2022
Q2 | $552K | Sell |
5,231
-544
| -9% | -$57.4K | 0.08% | 80 |
|
|
2022
Q1 | $627K | Buy |
5,775
+5,274
| +1,053% | +$573K | 0.09% | 78 |
|
|
2021
Q4 | $57K | Sell |
501
-140
| -22% | -$15.9K | 0.01% | 448 |
|
|
2021
Q3 | $74K | Hold |
641
| – | – | 0.01% | 422 |
|
|
2021
Q2 | $74K | Hold |
641
| – | – | 0.01% | 381 |
|
|
2021
Q1 | $74K | Hold |
641
| – | – | 0.01% | 448 |
|
|
2020
Q4 | $75K | Buy |
+641
| New | +$75K | 0.01% | 478 |
|