SVWG
Shared Vision Wealth Group’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
429,713
-40,282
| -9% | -$1.85M | 9.87% | 3 |
|
|
2025
Q1 | $21.7M | Sell |
469,995
-3,053
| -0.6% | -$141K | 11.83% | 3 |
|
|
2024
Q4 | $21.4M | Sell |
473,048
-12,370
| -3% | -$559K | 11.25% | 3 |
|
|
2024
Q3 | $22.9M | Buy |
485,418
+79,340
| +20% | +$3.74M | 12.22% | 3 |
|
|
2024
Q2 | $18.4M | Sell |
406,078
-13,568
| -3% | -$614K | 10.69% | 3 |
|
|
2024
Q1 | $19.1M | Buy |
419,646
+180,769
| +76% | +$8.24M | 11.95% | 3 |
|
|
2023
Q4 | $11M | Buy |
+238,877
| New | +$11M | 7.35% | 3 |
|