SVWG
Shared Vision Wealth Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Sell |
9,245
-3,264
| -26% | -$284K | 0.4% | 40 |
|
|
2025
Q1 | $1.14M | Sell |
12,509
-16,696
| -57% | -$1.52M | 0.62% | 29 |
|
|
2024
Q4 | $2.55M | Buy |
29,205
+2,523
| +9% | +$220K | 1.34% | 18 |
|
|
2024
Q3 | $2.62M | Sell |
26,682
-4,509
| -14% | -$442K | 1.4% | 18 |
|
|
2024
Q2 | $2.86M | Sell |
31,191
-814
| -3% | -$74.7K | 1.67% | 12 |
|
|
2024
Q1 | $3.03M | Sell |
32,005
-13,413
| -30% | -$1.27M | 1.89% | 11 |
|
|
2023
Q4 | $4.49M | Buy |
+45,418
| New | +$4.49M | 3% | 6 |
|