SVWG
Shared Vision Wealth Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,378
| Closed | -$227K | – | 85 |
|
|
2025
Q1 | $227K | Sell |
2,378
-150
| -6% | -$14.3K | 0.12% | 76 |
|
|
2024
Q4 | $234K | Buy |
+2,528
| New | +$234K | 0.12% | 70 |
|
|
2024
Q1 | – | Sell |
-4,830
| Closed | -$466K | – | 80 |
|
|
2023
Q4 | $466K | Buy |
+4,830
| New | +$466K | 0.31% | 45 |
|