Waverly 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	$461K	Hold	4,319	–	–	0.01%	823
2025 Q1	$458K	Buy	4,319 +26	+0.6%	+$2.76K	0.01%	805
2024 Q4	$447K	Buy	4,293 +1,063	+33%	+$111K	0.01%	708
2024 Q3	$346K	Buy	+3,230	New	+$346K	0.01%	651