SVWG
Shared Vision Wealth Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
5,693
-3,168
| -36% | -$160K | 0.14% | 64 |
|
|
2025
Q1 | $449K | Buy |
8,861
+974
| +12% | +$49.3K | 0.25% | 46 |
|
|
2024
Q4 | $398K | Buy |
7,887
+171
| +2% | +$8.63K | 0.21% | 51 |
|
|
2024
Q3 | $390K | Sell |
7,716
-1,656
| -18% | -$83.8K | 0.21% | 52 |
|
|
2024
Q2 | $475K | Sell |
9,372
-3,318
| -26% | -$168K | 0.28% | 46 |
|
|
2024
Q1 | $643K | Sell |
12,690
-44,856
| -78% | -$2.27M | 0.4% | 37 |
|
|
2023
Q4 | $2.9M | Buy |
+57,546
| New | +$2.9M | 1.94% | 10 |
|