Union Savings Bank’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 | $3.7M | Buy |
34,797
+867
| +3% | +$92.2K | 1.7% | 10 |
|
|
2025
Q1 | $3.6M | Buy |
33,930
+5,653
| +20% | +$599K | 1.76% | 10 |
|
|
2024
Q4 | $2.95M | Buy |
28,277
+19,752
| +232% | +$2.06M | 1.45% | 12 |
|
|
2024
Q3 | $913K | Buy |
8,525
+5,501
| +182% | +$589K | 0.45% | 51 |
|
|
2024
Q2 | $314K | Buy |
3,024
+2,159
| +250% | +$224K | 0.16% | 103 |
|
|
2024
Q1 | $89.9K | Hold |
865
| – | – | 0.05% | 185 |
|
|
2023
Q4 | $90.6K | Hold |
865
| – | – | 0.05% | 182 |
|
|
2023
Q3 | $87.6K | Hold |
865
| – | – | 0.05% | 178 |
|
|
2023
Q2 | $88.9K | Buy |
+865
| New | +$88.9K | 0.05% | 176 |
|