D L CARLSON INVESTMENT GROUP INC GVI Holdings History
D L CARLSON INVESTMENT GROUP INC's iShares Intermediate Government/Credit Bond ETF Holding Summary
As of 2025-03-31, D L CARLSON INVESTMENT GROUP INC held 359,046.00 shares of iShares Intermediate Government/Credit Bond ETF(GVI), totaling $38.07 Mil. This investment constitutes 7.32% of their stock portfolio, and D L CARLSON INVESTMENT GROUP INC now holds 1.12% of the outstanding iShares Intermediate Government/Credit Bond ETF(GVI) stock.
The initial trade took place in 2023Q2. And since then D L CARLSON INVESTMENT GROUP INC has made 7 purchases of GVI, at an average price of $103.87, for a total of 366,923.00 shares. In addition, there have been 1 sales at an average price of $104.89 for 7,877.00 shares. Based on historical transaction data and GVI's current price of $106.18, D L CARLSON INVESTMENT GROUP INC's estimated gain on his GVI holdings is $836,036.57, reflecting a 2.19% gain to date.
D L CARLSON INVESTMENT GROUP INC GVI ($106.18) Holding Chart
D L CARLSON INVESTMENT GROUP INC GVI ($106.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
