SVWG
Shared Vision Wealth Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
3,690
-1,408
| -28% | -$154K | 0.2% | 56 |
|
|
2025
Q1 | $554K | Sell |
5,098
-170
| -3% | -$18.5K | 0.3% | 44 |
|
|
2024
Q4 | $563K | Sell |
5,268
-483
| -8% | -$51.6K | 0.3% | 44 |
|
|
2024
Q3 | $650K | Sell |
5,751
-76
| -1% | -$8.59K | 0.35% | 41 |
|
|
2024
Q2 | $624K | Sell |
5,827
-8,292
| -59% | -$888K | 0.36% | 41 |
|
|
2024
Q1 | $1.54M | Buy |
14,119
+266
| +2% | +$29K | 0.96% | 21 |
|
|
2023
Q4 | $1.53M | Buy |
+13,853
| New | +$1.53M | 1.02% | 19 |
|