SVWG
Shared Vision Wealth Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
2,104
-668
| -24% | -$73.3K | 0.12% | 78 |
|
|
2025
Q1 | $308K | Sell |
2,772
-324
| -10% | -$36K | 0.17% | 60 |
|
|
2024
Q4 | $330K | Sell |
3,096
-331
| -10% | -$35.3K | 0.17% | 58 |
|
|
2024
Q3 | $379K | Sell |
3,427
-6,342
| -65% | -$701K | 0.2% | 53 |
|
|
2024
Q2 | $1.04M | Sell |
9,769
-1,320
| -12% | -$141K | 0.61% | 28 |
|
|
2024
Q1 | $1.19M | Buy |
11,089
+2,699
| +32% | +$290K | 0.74% | 25 |
|
|
2023
Q4 | $902K | Buy |
+8,390
| New | +$902K | 0.6% | 24 |
|