Number of Shares
133,358.00
Current Holdings Value*
$14.14 Mil
% of Portfolio
1.91%
Total Estimate Gain
$-212,873.94
% of Total Estimate Gain
-0.72%

GREENWOOD CAPITAL ASSOCIATES LLC's iShares Intermediate Government/Credit Bond ETF Holding Summary

As of 2025-03-31, GREENWOOD CAPITAL ASSOCIATES LLC held 133,358.00 shares of iShares Intermediate Government/Credit Bond ETF(GVI), totaling $14.14 Mil. This investment constitutes 1.91% of their stock portfolio, and GREENWOOD CAPITAL ASSOCIATES LLC now holds 0.41% of the outstanding iShares Intermediate Government/Credit Bond ETF(GVI) stock.

The initial trade took place in 2018Q2. And since then GREENWOOD CAPITAL ASSOCIATES LLC has made 18 purchases of GVI, at an average price of $106.28, for a total of 278,605.00 shares. In addition, there have been 10 sales at an average price of $104.52 for 145,247.00 shares. Based on historical transaction data and GVI's current price of $106.60, GREENWOOD CAPITAL ASSOCIATES LLC's estimated gain on his GVI holdings is $-212,873.94, reflecting a -0.72% gain to date.

GREENWOOD CAPITAL ASSOCIATES LLC GVI ($106.60) Holding Chart

GREENWOOD CAPITAL ASSOCIATES LLC GVI ($106.60) 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 %

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