WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,831
| Closed | -$291K | – | 93 |
|
|
2023
Q2 | $291K | Buy |
+2,831
| New | +$291K | 0.11% | 78 |
|
|
2021
Q2 | – | Sell |
-3,458
| Closed | -$397K | – | 131 |
|
|
2021
Q1 | $397K | Buy |
+3,458
| New | +$397K | 0.17% | 79 |
|
|
2020
Q2 | – | Sell |
-2,598
| Closed | -$298K | – | 100 |
|
|
2020
Q1 | $298K | Buy |
+2,598
| New | +$298K | 0.23% | 63 |
|
|
2019
Q2 | – | Sell |
-4,613
| Closed | -$509K | – | 100 |
|
|
2019
Q1 | $509K | Buy |
4,613
+4,484
| +3,476% | +$495K | 0.57% | 35 |
|
|
2018
Q4 | $14K | Buy |
+129
| New | +$14K | 0.01% | 327 |
|