SVWG
Shared Vision Wealth Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
45,494
+10,911
| +32% | +$1.1M | 2.28% | 11 |
|
|
2025
Q1 | $3.59M | Buy |
34,583
+25,833
| +295% | +$2.68M | 1.96% | 11 |
|
|
2024
Q4 | $871K | Sell |
8,750
-144
| -2% | -$14.3K | 0.46% | 30 |
|
|
2024
Q3 | $972K | Buy |
8,894
+1,384
| +18% | +$151K | 0.52% | 27 |
|
|
2024
Q2 | $771K | Buy |
7,510
+1,285
| +21% | +$132K | 0.45% | 33 |
|
|
2024
Q1 | $654K | Sell |
6,225
-1,560
| -20% | -$164K | 0.41% | 36 |
|
|
2023
Q4 | $843K | Buy |
+7,785
| New | +$843K | 0.56% | 25 |
|