U.S. Capital Wealth 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 | $229K | Sell |
2,147
-186
| -8% | -$19.9K | 0.01% | 796 |
|
|
2025
Q1 | $247K | Buy |
2,333
+11
| +0.5% | +$1.17K | 0.01% | 751 |
|
|
2024
Q4 | $242K | Hold |
2,322
| – | – | 0.01% | 729 |
|
|
2024
Q3 | $249K | Sell |
2,322
-86
| -4% | -$9.21K | 0.01% | 627 |
|
|
2024
Q2 | $250K | Buy |
2,408
+364
| +18% | +$37.8K | 0.01% | 600 |
|
|
2024
Q1 | $213K | Hold |
2,044
| – | – | 0.01% | 635 |
|
|
2023
Q4 | $214K | Sell |
2,044
-71
| -3% | -$7.44K | 0.01% | 622 |
|
|
2023
Q3 | $214K | Buy |
2,115
+71
| +3% | +$7.19K | 0.01% | 584 |
|
|
2023
Q2 | $210K | Sell |
2,044
-1,362
| -40% | -$140K | 0.01% | 617 |
|
|
2023
Q1 | $356K | Sell |
3,406
-6,813
| -67% | -$712K | 0.02% | 499 |
|
|
2022
Q4 | $1.05M | Hold |
10,219
| – | – | 0.05% | 321 |
|
|
2022
Q3 | $1.04M | Hold |
10,219
| – | – | 0.05% | 329 |
|
|
2022
Q2 | $1.08M | Hold |
10,219
| – | – | 0.05% | 338 |
|
|
2022
Q1 | $1.11M | Hold |
10,219
| – | – | 0.04% | 379 |
|
|
2021
Q4 | $1.16M | Hold |
10,219
| – | – | 0.05% | 369 |
|
|
2021
Q3 | $1.18M | Buy |
+10,219
| New | +$1.18M | 0.05% | 355 |
|