United Capital Financial Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

United Capital Financial Advisors’s Portfolio GVI Stock Details GVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.29M	Sell	77,747 -6,585	-8%	-$706K	0.05%	265
2025 Q4	$9.05M	Buy	84,332 +6,401	+8%	+$688K	0.05%	260
2025 Q3	$8.37M	Buy	77,931 +3,235	+4%	+$346K	0.06%	237
2025 Q2	$7.98M	Buy	74,696 +104	+0.1%	+$11K	0.06%	228
2025 Q1	$7.91M	Sell	74,592 -97,967	-57%	-$10.3M	0.07%	213
2024 Q4	$18M	Buy	172,559 +105,706	+158%	+$11.1M	0.15%	121
2024 Q3	$7.16M	Buy	66,853 +5,095	+8%	+$539K	0.06%	216
2024 Q2	$6.41M	Sell	61,758 -207	-0.3%	-$21.3K	0.06%	228
2024 Q1	$6.44M	Sell	61,965 -311,118	-83%	-$32.4M	0.05%	238
2023 Q4	$39.1M	Buy	373,083 +129,790	+53%	+$13.3M	0.32%	69
2023 Q3	$24.7M	Sell	243,293 -22,701	-9%	-$2.32M	0.16%	128
2023 Q2	$27.4M	Buy	265,994 +1,590	+0.6%	+$165K	0.15%	127
2023 Q1	$27.6M	Buy	264,404 +8,219	+3%	+$851K	0.15%	129
2022 Q4	$26.2M	Buy	256,185 +108,130	+73%	+$11M	0.15%	134
2022 Q3	$15.1M	Buy	148,055 +25,313	+21%	+$2.66M	0.09%	194
2022 Q2	$13M	Buy	122,742 +22,167	+22%	+$2.35M	0.07%	222
2022 Q1	$10.9M	Sell	100,575 -1,239	-1%	-$138K	0.05%	265
2021 Q4	$11.6M	Sell	101,814 -17,530	-15%	-$2M	0.05%	269
2021 Q3	$13.7M	Sell	119,344 -2,847	-2%	-$330K	0.07%	239
2021 Q2	$14.1M	Buy	122,191 +7,603	+7%	+$878K	0.07%	236
2021 Q1	$13.2M	Buy	114,588 +84	+0.1%	+$9.77K	0.07%	230
2020 Q4	$13.5M	Buy	114,504 +3,808	+3%	+$447K	0.08%	224
2020 Q3	$13M	Sell	110,696 -125	-0.1%	-$14.7K	0.09%	216
2020 Q2	$13M	Sell	110,821 -6,994	-6%	-$816K	0.1%	213
2020 Q1	$13.5M	Sell	117,815 -23,596	-17%	-$2.69M	0.11%	195
2019 Q4	$15.9M	Sell	141,411 -4,117	-3%	-$465K	0.1%	233
2019 Q3	$16.5M	Buy	145,528 +9,207	+7%	+$1.04M	0.12%	220
2019 Q2	$15.3M	Sell	136,321 -3,325	-2%	-$368K	0.1%	223
2019 Q1	$15.4M	Sell	139,646 -1,293	-0.9%	-$141K	0.11%	209
2018 Q4	$15.3M	Sell	140,939 -7,177	-5%	-$769K	0.12%	172
2018 Q3	$15.9M	Buy	148,116 +6,133	+4%	+$660K	0.11%	207
2018 Q2	$15.3M	Sell	141,983 -1,067	-0.7%	-$115K	0.11%	199
2018 Q1	$15.5M	Buy	143,050 +5,167	+4%	+$560K	0.12%	199
2017 Q4	$15.1M	Sell	137,883 -3,266	-2%	-$360K	0.12%	207
2017 Q3	$15.7M	Buy	141,149 +1,034	+0.7%	+$115K	0.13%	185
2017 Q2	$15.5M	Buy	140,115 +2,835	+2%	+$314K	0.14%	168
2017 Q1	$15.1M	Buy	137,280 +3,670	+3%	+$404K	0.14%	167
2016 Q4	$14.7M	Sell	133,610 -3,823	-3%	-$424K	0.14%	163
2016 Q3	$15.5M	Sell	137,433 -111,733	-45%	-$12.6M	0.15%	160
2016 Q2	$28.2M	Buy	249,166 +10,787	+5%	+$1.21M	0.29%	67
2016 Q1	$26.7M	Buy	238,379 +7,556	+3%	+$838K	0.29%	63
2015 Q4	$25.3M	Buy	230,823 +2,528	+1%	+$279K	0.29%	64
2015 Q3	$25.4M	Buy	228,295 +38,170	+20%	+$4.22M	0.3%	61
2015 Q2	$21M	Buy	190,125 +19,351	+11%	+$2.15M	0.24%	96
2015 Q1	$19.1M	Sell	170,774 -124,202	-42%	-$13.8M	0.23%	106
2014 Q4	$32.6M	Buy	294,976 +73,358	+33%	+$8.13M	0.49%	46
2014 Q3	$24.4M	Buy	221,618 +50,140	+29%	+$5.54M	0.42%	57
2014 Q2	$19M	Buy	171,478 +110,949	+183%	+$12.3M	0.35%	72
2014 Q1	$6.66M	Buy	60,529 +54,149	+849%	+$5.96M	0.14%	171
2013 Q4	$698K	Sell	6,380 -28,696	-82%	-$3.16M	0.02%	387
2013 Q3	$3.86M	Buy	35,076 +3,816	+12%	+$418K	0.12%	174
2013 Q2	$3.43M	Buy	+31,260	New	+$3.49M	0.09%	237