SVWG
Shared Vision Wealth Group’s iShares Agency Bond ETF AGZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
2,328
+42
| +2% | +$4.59K | 0.13% | 72 |
|
|
2025
Q1 | $250K | Sell |
2,286
-32
| -1% | -$3.5K | 0.14% | 70 |
|
|
2024
Q4 | $250K | Buy |
2,318
+6
| +0.3% | +$648 | 0.13% | 68 |
|
|
2024
Q3 | $255K | Sell |
2,312
-3
| -0.1% | -$331 | 0.14% | 64 |
|
|
2024
Q2 | $249K | Buy |
+2,315
| New | +$249K | 0.15% | 64 |
|
|
2024
Q1 | – | Sell |
-2,325
| Closed | -$252K | – | 76 |
|
|
2023
Q4 | $252K | Buy |
+2,325
| New | +$252K | 0.17% | 64 |
|