Independent Solutions Wealth Management, LLC GVI Holdings History
Independent Solutions Wealth Management, LLC's iShares Intermediate Government/Credit Bond ETF Holding Summary
As of 2025-03-31, Independent Solutions Wealth Management, LLC held 92,764.00 shares of iShares Intermediate Government/Credit Bond ETF(GVI), totaling $9.83 Mil. This investment constitutes 2.2% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 0.29% of the outstanding iShares Intermediate Government/Credit Bond ETF(GVI) stock.
The initial trade took place in 2019Q4. And since then Independent Solutions Wealth Management, LLC has made 10 purchases of GVI, at an average price of $113.01, for a total of 159,866.00 shares. In addition, there have been 11 sales at an average price of $108.20 for 67,102.00 shares. Based on historical transaction data and GVI's current price of $106.32, Independent Solutions Wealth Management, LLC's estimated gain on his GVI holdings is $-942,834.60, reflecting a -5.22% gain to date.
Independent Solutions Wealth Management, LLC GVI ($106.32) Holding Chart
Independent Solutions Wealth Management, LLC GVI ($106.32) 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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