Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-9
| Closed | -$1K | – | 1109 |
|
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 2334 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 2271 |
|
|
2018
Q3 | $1K | Sell |
9
-333
| -97% | -$37K | ﹤0.01% | 2284 |
|
|
2018
Q2 | $37K | Buy |
342
+1
| +0.3% | +$108 | ﹤0.01% | 1083 |
|
|
2018
Q1 | $37K | Hold |
341
| – | – | ﹤0.01% | 1098 |
|
|
2017
Q4 | $37K | Hold |
341
| – | – | ﹤0.01% | 1123 |
|
|
2017
Q3 | $38K | Hold |
341
| – | – | ﹤0.01% | 1067 |
|
|
2017
Q2 | $38K | Sell |
341
-200
| -37% | -$22.3K | ﹤0.01% | 1038 |
|
|
2017
Q1 | $60K | Buy |
541
+1
| +0.2% | +$111 | 0.01% | 757 |
|
|
2016
Q4 | $59K | Hold |
540
| – | – | 0.01% | 725 |
|
|
2016
Q3 | $61K | Hold |
540
| – | – | 0.01% | 721 |
|
|
2016
Q2 | $61K | Hold |
540
| – | – | 0.01% | 681 |
|
|
2016
Q1 | $60K | Hold |
540
| – | – | 0.01% | 655 |
|
|
2015
Q4 | $59K | Buy |
+540
| New | +$59K | 0.01% | 669 |
|