United Capital 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
Q2 | $7.98M | Buy |
74,696
+104
| +0.1% | +$11.1K | 0.06% | 227 |
|
|
2025
Q1 | $7.91M | Sell |
74,592
-97,967
| -57% | -$10.4M | 0.07% | 212 |
|
|
2024
Q4 | $18M | Buy |
172,559
+105,706
| +158% | +$11M | 0.15% | 121 |
|
|
2024
Q3 | $7.16M | Buy |
66,853
+5,095
| +8% | +$546K | 0.06% | 216 |
|
|
2024
Q2 | $6.41M | Sell |
61,758
-207
| -0.3% | -$21.5K | 0.06% | 227 |
|
|
2024
Q1 | $6.44M | Sell |
61,965
-311,118
| -83% | -$32.4M | 0.05% | 237 |
|
|
2023
Q4 | $39.1M | Buy |
373,083
+129,790
| +53% | +$13.6M | 0.32% | 69 |
|
|
2023
Q3 | $24.7M | Sell |
243,293
-22,701
| -9% | -$2.3M | 0.16% | 128 |
|
|
2023
Q2 | $27.4M | Buy |
265,994
+1,590
| +0.6% | +$164K | 0.15% | 127 |
|
|
2023
Q1 | $27.6M | Buy |
264,404
+8,219
| +3% | +$859K | 0.15% | 129 |
|
|
2022
Q4 | $26.2M | Buy |
256,185
+108,130
| +73% | +$11.1M | 0.15% | 134 |
|
|
2022
Q3 | $15.1M | Buy |
148,055
+25,313
| +21% | +$2.57M | 0.09% | 194 |
|
|
2022
Q2 | $13M | Buy |
122,742
+22,167
| +22% | +$2.34M | 0.07% | 222 |
|
|
2022
Q1 | $10.9M | Sell |
100,575
-1,239
| -1% | -$134K | 0.05% | 265 |
|
|
2021
Q4 | $11.6M | Sell |
101,814
-17,530
| -15% | -$1.99M | 0.05% | 269 |
|
|
2021
Q3 | $13.7M | Sell |
119,344
-2,847
| -2% | -$328K | 0.07% | 239 |
|
|
2021
Q2 | $14.1M | Buy |
122,191
+7,603
| +7% | +$879K | 0.07% | 236 |
|
|
2021
Q1 | $13.2M | Buy |
114,588
+84
| +0.1% | +$9.65K | 0.07% | 230 |
|
|
2020
Q4 | $13.5M | Buy |
114,504
+3,808
| +3% | +$448K | 0.08% | 223 |
|
|
2020
Q3 | $13M | Sell |
110,696
-125
| -0.1% | -$14.7K | 0.09% | 216 |
|
|
2020
Q2 | $13M | Sell |
110,821
-6,994
| -6% | -$823K | 0.09% | 213 |
|
|
2020
Q1 | $13.5M | Sell |
117,815
-23,596
| -17% | -$2.71M | 0.11% | 194 |
|
|
2019
Q4 | $15.9M | Sell |
141,411
-4,117
| -3% | -$464K | 0.1% | 232 |
|
|
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% | -$373K | 0.1% | 222 |
|
|
2019
Q1 | $15.4M | Sell |
139,646
-1,293
| -0.9% | -$143K | 0.11% | 208 |
|
|
2018
Q4 | $15.3M | Sell |
140,939
-7,177
| -5% | -$777K | 0.12% | 172 |
|
|
2018
Q3 | $15.9M | Buy |
148,116
+6,133
| +4% | +$658K | 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% | +$559K | 0.12% | 199 |
|
|
2017
Q4 | $15.1M | Sell |
137,883
-3,266
| -2% | -$358K | 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% | -$420K | 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% | +$1.22M | 0.29% | 67 |
|
|
2016
Q1 | $26.7M | Buy |
238,379
+7,556
| +3% | +$847K | 0.29% | 63 |
|
|
2015
Q4 | $25.3M | Buy |
230,823
+2,528
| +1% | +$277K | 0.29% | 64 |
|
|
2015
Q3 | $25.4M | Buy |
228,295
+38,170
| +20% | +$4.24M | 0.3% | 61 |
|
|
2015
Q2 | $21M | Buy |
190,125
+19,351
| +11% | +$2.14M | 0.24% | 96 |
|
|
2015
Q1 | $19.1M | Sell |
170,774
-124,202
| -42% | -$13.9M | 0.23% | 106 |
|
|
2014
Q4 | $32.6M | Buy |
294,976
+73,358
| +33% | +$8.12M | 0.49% | 46 |
|
|
2014
Q3 | $24.4M | Buy |
221,618
+50,140
| +29% | +$5.53M | 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% | -$3.14M | 0.02% | 387 |
|
|
2013
Q3 | $3.86M | Buy |
35,076
+3,816
| +12% | +$420K | 0.12% | 174 |
|
|
2013
Q2 | $3.43M | Buy |
+31,260
| New | +$3.43M | 0.09% | 237 |
|