SVWG
Shared Vision Wealth Group’s iShares Convertible Bond ETF ICVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Sell |
6,549
-1,787
| -21% | -$165K | 0.3% | 45 |
|
|
2025
Q1 | $697K | Buy |
8,336
+73
| +0.9% | +$6.1K | 0.38% | 39 |
|
|
2024
Q4 | $702K | Buy |
8,263
+2,223
| +37% | +$189K | 0.37% | 40 |
|
|
2024
Q3 | $505K | Buy |
6,040
+139
| +2% | +$11.6K | 0.27% | 44 |
|
|
2024
Q2 | $464K | Buy |
5,901
+337
| +6% | +$26.5K | 0.27% | 47 |
|
|
2024
Q1 | $444K | Buy |
+5,564
| New | +$444K | 0.28% | 47 |
|