Wealth Enhancement Advisory Services’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 | $8.94M | Sell |
84,234
-1,715
| -2% | -$182K | 0.01% | 678 |
|
|
2025
Q1 | $9.11M | Buy |
85,949
+74,527
| +652% | +$7.9M | 0.02% | 611 |
|
|
2024
Q4 | $1.19M | Buy |
11,422
+3,725
| +48% | +$388K | ﹤0.01% | 1442 |
|
|
2024
Q3 | $824K | Buy |
7,697
+1,033
| +16% | +$111K | ﹤0.01% | 1495 |
|
|
2024
Q2 | $691K | Sell |
6,664
-258
| -4% | -$26.8K | ﹤0.01% | 1454 |
|
|
2024
Q1 | $720K | Sell |
6,922
-2,617
| -27% | -$272K | ﹤0.01% | 1387 |
|
|
2023
Q4 | $999K | Buy |
9,539
+1,585
| +20% | +$166K | ﹤0.01% | 1176 |
|
|
2023
Q3 | $806K | Buy |
+7,954
| New | +$806K | ﹤0.01% | 1187 |
|