Wealth & Pension Services Group’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
2019
Q3
$1.58M Sell
13,979
-180
-1% -$20.4K 1.15% 25
2019
Q2
$1.59M Sell
14,159
-3,648
-20% -$410K 1.16% 27
2019
Q1
$1.96M Buy
17,807
+8
+0% +$882 1.53% 15
2018
Q4
$1.93M Buy
+17,799
New +$1.93M 1.74% 14