Wealthstar 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 | $3.88M | Sell |
36,380
-11,783
| -24% | -$1.26M | 1.46% | 10 |
|
|
2025
Q1 | $5.11M | Sell |
48,163
-11,001
| -19% | -$1.17M | 2.34% | 10 |
|
|
2024
Q4 | $6.17M | Buy |
+59,164
| New | +$6.17M | 2.68% | 6 |
|
|
2024
Q2 | – | Sell |
-124,998
| Closed | -$13M | – | 67 |
|
|
2024
Q1 | $13M | Sell |
124,998
-2,238
| -2% | -$233K | 4.53% | 4 |
|
|
2023
Q4 | $13.3M | Sell |
127,236
-11,518
| -8% | -$1.21M | 2.13% | 4 |
|
|
2023
Q3 | $14.1M | Sell |
138,754
-74,395
| -35% | -$7.54M | 5.4% | 4 |
|
|
2023
Q2 | $21.9M | Sell |
213,149
-4,001
| -2% | -$412K | 9.22% | 4 |
|
|
2023
Q1 | $22.7M | Buy |
217,150
+2,661
| +1% | +$278K | 8.61% | 4 |
|
|
2022
Q4 | $22M | Sell |
214,489
-968
| -0.4% | -$99.2K | 10% | 4 |
|
|
2022
Q3 | $21.9M | Buy |
215,457
+6,583
| +3% | +$670K | 10.43% | 4 |
|
|
2022
Q2 | $22M | Sell |
208,874
-13,032
| -6% | -$1.38M | 8.5% | 4 |
|
|
2022
Q1 | $24.7M | Buy |
221,906
+4,106
| +2% | +$457K | 9.14% | 4 |
|
|
2021
Q4 | $24.8M | Buy |
217,800
+13,478
| +7% | +$1.53M | 8.5% | 4 |
|
|
2021
Q3 | $23.5M | Buy |
204,322
+4,989
| +3% | +$574K | 7.11% | 4 |
|
|
2021
Q2 | $23.1M | Buy |
+199,333
| New | +$23.1M | 7.23% | 4 |
|
|
2020
Q1 | $17.6M | Sell |
153,454
-7,395
| -5% | -$849K | 12.4% | 4 |
|
|
2019
Q4 | $18.1M | Buy |
160,849
+14,337
| +10% | +$1.62M | 11.17% | 4 |
|
|
2019
Q3 | $16.6M | Buy |
146,512
+11,405
| +8% | +$1.29M | 9.25% | 4 |
|
|
2019
Q2 | $15.2M | Buy |
135,107
+6,530
| +5% | +$733K | 8.87% | 4 |
|
|
2019
Q1 | $14.2M | Buy |
128,577
+2,691
| +2% | +$297K | 8.71% | 4 |
|
|
2018
Q4 | $13.6M | Buy |
125,886
+1,211
| +1% | +$131K | 10.19% | 4 |
|
|
2018
Q3 | $13.4M | Buy |
124,675
+1,609
| +1% | +$173K | 7.89% | 4 |
|
|
2018
Q2 | $13.2M | Buy |
123,066
+8,679
| +8% | +$933K | 4.04% | 4 |
|
|
2018
Q1 | $12.4M | Buy |
+114,387
| New | +$12.4M | 3.7% | 4 |
|