WhitTier Trust Company’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 | $3.16M | Hold |
29,607
| – | – | 0.07% | 202 |
|
2025
Q1 | $3.14M | Hold |
29,607
| – | – | 0.08% | 197 |
|
2024
Q4 | $3.09M | Buy |
29,607
+26,454
| +839% | +$2.76M | 0.08% | 196 |
|
2024
Q3 | $338K | Hold |
3,153
| – | – | 0.01% | 406 |
|
2024
Q2 | $327K | Hold |
3,153
| – | – | 0.01% | 396 |
|
2024
Q1 | $328K | Hold |
3,153
| – | – | 0.01% | 392 |
|
2023
Q4 | $330K | Hold |
3,153
| – | – | 0.01% | 391 |
|
2023
Q3 | $319K | Hold |
3,153
| – | – | 0.01% | 384 |
|
2023
Q2 | $324K | Sell |
3,153
-1,490
| -32% | -$153K | 0.01% | 400 |
|
2023
Q1 | $485K | Sell |
4,643
-5,589
| -55% | -$584K | 0.02% | 340 |
|
2022
Q4 | $1.05M | Sell |
10,232
-252
| -2% | -$25.8K | 0.04% | 273 |
|
2022
Q3 | $1.07M | Buy |
10,484
+7,629
| +267% | +$776K | 0.05% | 263 |
|
2022
Q2 | $301K | Buy |
2,855
+2,702
| +1,766% | +$285K | 0.01% | 401 |
|
2022
Q1 | $17K | Hold |
153
| – | – | ﹤0.01% | 838 |
|
2021
Q4 | $17K | Hold |
153
| – | – | ﹤0.01% | 839 |
|
2021
Q3 | $18K | Hold |
153
| – | – | ﹤0.01% | 851 |
|
2021
Q2 | $18K | Hold |
153
| – | – | ﹤0.01% | 806 |
|
2021
Q1 | $18K | Hold |
153
| – | – | ﹤0.01% | 790 |
|
2020
Q4 | $18K | Hold |
153
| – | – | ﹤0.01% | 763 |
|
2020
Q3 | $18K | Hold |
153
| – | – | ﹤0.01% | 749 |
|
2020
Q2 | $18K | Sell |
153
-45
| -23% | -$5.29K | ﹤0.01% | 730 |
|
2020
Q1 | $23K | Hold |
198
| – | – | ﹤0.01% | 684 |
|
2019
Q4 | $22K | Hold |
198
| – | – | ﹤0.01% | 731 |
|
2019
Q3 | $22K | Hold |
198
| – | – | ﹤0.01% | 721 |
|
2019
Q2 | $22K | Hold |
198
| – | – | ﹤0.01% | 722 |
|
2019
Q1 | $22K | Hold |
198
| – | – | ﹤0.01% | 721 |
|
2018
Q4 | $21K | Hold |
198
| – | – | ﹤0.01% | 720 |
|
2018
Q3 | $21K | Hold |
198
| – | – | ﹤0.01% | 750 |
|
2018
Q2 | $21K | Hold |
198
| – | – | ﹤0.01% | 744 |
|
2018
Q1 | $21K | Hold |
198
| – | – | ﹤0.01% | 750 |
|
2017
Q4 | $22K | Hold |
198
| – | – | ﹤0.01% | 695 |
|
2017
Q3 | $22K | Hold |
198
| – | – | ﹤0.01% | 686 |
|
2017
Q2 | $22K | Hold |
198
| – | – | ﹤0.01% | 684 |
|
2017
Q1 | $22K | Hold |
198
| – | – | ﹤0.01% | 679 |
|
2016
Q4 | $22K | Hold |
198
| – | – | ﹤0.01% | 676 |
|
2016
Q3 | $22K | Hold |
198
| – | – | ﹤0.01% | 667 |
|
2016
Q2 | $22K | Hold |
198
| – | – | ﹤0.01% | 669 |
|
2016
Q1 | $22K | Hold |
198
| – | – | ﹤0.01% | 666 |
|
2015
Q4 | $22K | Hold |
198
| – | – | ﹤0.01% | 660 |
|
2015
Q3 | $22K | Hold |
198
| – | – | ﹤0.01% | 663 |
|
2015
Q2 | $22K | Hold |
198
| – | – | ﹤0.01% | 689 |
|
2015
Q1 | $22K | Hold |
198
| – | – | ﹤0.01% | 686 |
|
2014
Q4 | $22K | Hold |
198
| – | – | ﹤0.01% | 683 |
|
2014
Q3 | $22K | Hold |
198
| – | – | ﹤0.01% | 683 |
|
2014
Q2 | $22K | Buy |
+198
| New | +$22K | ﹤0.01% | 699 |
|