Wealthstar Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.79M | Sell |
26,137
-2,467
| -9% | -$265K | 1.66% | 9 |
|
|
2025
Q4 | $3.07M | Sell |
28,604
-3,073
| -10% | -$330K | 1.67% | 9 |
|
|
2025
Q3 | $3.4M | Sell |
31,677
-4,703
| -13% | -$502K | 1.34% | 13 |
|
|
2025
Q2 | $3.88M | Sell |
36,380
-11,783
| -24% | -$1.25M | 1.46% | 10 |
|
|
2025
Q1 | $5.11M | Sell |
48,163
-11,001
| -19% | -$1.15M | 2.34% | 10 |
|
|
2024
Q4 | $6.17M | Buy |
+59,164
| New | +$6.22M | 2.68% | 6 |
|
|
2024
Q2 | – | Sell |
-124,998
| Closed | -$13M | – | 69 |
|
|
2024
Q1 | $13M | Sell |
124,998
-2,238
| -2% | -$233K | 4.53% | 4 |
|
|
2023
Q4 | $13.3M | Sell |
127,236
-11,518
| -8% | -$1.18M | 4.95% | 5 |
|
|
2023
Q3 | $14.1M | Sell |
138,754
-74,395
| -35% | -$7.61M | 6.12% | 5 |
|
|
2023
Q2 | $21.9M | Sell |
213,149
-4,001
| -2% | -$416K | 9.22% | 4 |
|
|
2023
Q1 | $22.7M | Buy |
217,150
+2,661
| +1% | +$275K | 9.62% | 5 |
|
|
2022
Q4 | $22M | Sell |
214,489
-968
| -0.4% | -$98.9K | 10% | 4 |
|
|
2022
Q3 | $21.9M | Buy |
215,457
+6,583
| +3% | +$691K | 10.43% | 4 |
|
|
2022
Q2 | $22M | Sell |
208,874
-13,032
| -6% | -$1.38M | 9.35% | 5 |
|
|
2022
Q1 | $24.7M | Buy |
221,906
+4,106
| +2% | +$456K | 9.14% | 4 |
|
|
2021
Q4 | $24.8M | Buy |
217,800
+13,478
| +7% | +$1.54M | 8.5% | 4 |
|
|
2021
Q3 | $23.5M | Buy |
204,322
+4,989
| +3% | +$578K | 8.59% | 5 |
|
|
2021
Q2 | $23.1M | Buy |
+199,333
| New | +$23M | 8.81% | 5 |
|
|
2020
Q1 | $17.6M | Sell |
153,454
-7,395
| -5% | -$842K | 13.37% | 4 |
|
|
2019
Q4 | $18.1M | Buy |
160,849
+14,337
| +10% | +$1.62M | 11.65% | 4 |
|
|
2019
Q3 | $16.6M | Buy |
146,512
+11,405
| +8% | +$1.29M | 11% | 5 |
|
|
2019
Q2 | $15.2M | Buy |
135,107
+6,530
| +5% | +$723K | 10.6% | 5 |
|
|
2019
Q1 | $14.2M | Buy |
128,577
+2,691
| +2% | +$293K | 10.36% | 5 |
|
|
2018
Q4 | $13.6M | Buy |
125,886
+1,211
| +1% | +$130K | 11.25% | 4 |
|
|
2018
Q3 | $13.4M | Buy |
124,675
+1,609
| +1% | +$173K | 10.17% | 5 |
|
|
2018
Q2 | $13.2M | Buy |
123,066
+8,679
| +8% | +$933K | 10.24% | 5 |
|
|
2018
Q1 | $12.4M | Buy |
+114,387
| New | +$12.4M | 10.53% | 5 |
|
Other funds holding GVI
EB
CIA
CBU
MT
GAB