SVWG
Shared Vision Wealth Group’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.28M | Buy |
67,524
+4,883
| +8% | +$454K | 3.14% | 8 |
|
|
2025
Q1 | $5.87M | Sell |
62,641
-5,325
| -8% | -$499K | 3.21% | 6 |
|
|
2024
Q4 | $6.23M | Buy |
67,966
+2,974
| +5% | +$273K | 3.28% | 6 |
|
|
2024
Q3 | $6.23M | Buy |
64,992
+1,323
| +2% | +$127K | 3.33% | 5 |
|
|
2024
Q2 | $5.85M | Sell |
63,669
-4,382
| -6% | -$402K | 3.4% | 6 |
|
|
2024
Q1 | $6.29M | Buy |
68,051
+10,095
| +17% | +$933K | 3.93% | 4 |
|
|
2023
Q4 | $5.45M | Buy |
+57,956
| New | +$5.45M | 3.64% | 4 |
|