SVWG
Shared Vision Wealth Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
54,119
+18,856
| +53% | +$854K | 1.22% | 21 |
|
|
2025
Q1 | $1.59M | Buy |
35,263
+2,226
| +7% | +$100K | 0.87% | 22 |
|
|
2024
Q4 | $1.47M | Sell |
33,037
-23,389
| -41% | -$1.04M | 0.77% | 21 |
|
|
2024
Q3 | $2.62M | Buy |
56,426
+7,038
| +14% | +$327K | 1.4% | 17 |
|
|
2024
Q2 | $2.19M | Buy |
49,388
+44,114
| +836% | +$1.96M | 1.27% | 18 |
|
|
2024
Q1 | $237K | Buy |
+5,274
| New | +$237K | 0.15% | 67 |
|