SVWG
Shared Vision Wealth Group’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
158,033
+41,000
| +35% | +$936K | 1.8% | 14 |
|
|
2025
Q1 | $2.69M | Buy |
117,033
+1,354
| +1% | +$31.1K | 1.47% | 16 |
|
|
2024
Q4 | $2.66M | Sell |
115,679
-2,340
| -2% | -$53.8K | 1.4% | 16 |
|
|
2024
Q3 | $2.77M | Buy |
118,019
+11,575
| +11% | +$271K | 1.48% | 16 |
|
|
2024
Q2 | $2.4M | Buy |
106,444
+4,398
| +4% | +$99.3K | 1.4% | 16 |
|
|
2024
Q1 | $2.32M | Sell |
102,046
-2,837
| -3% | -$64.6K | 1.45% | 16 |
|
|
2023
Q4 | $2.42M | Buy |
+104,883
| New | +$2.42M | 1.61% | 12 |
|