Ownership history in Shared Vision Wealth Group LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Shared Vision Wealth Group LLC reported a position in ISHARES TR (USIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 5,081 | +24 | +0.5% | 0.11% | $267K | $51.02 |
| 2025 Q2 | REDUCED | 5,057 | -294 | -5.5% | 0.13% | $259K | $49.67 |
| 2025 Q1 | REDUCED | 5,351 | -156 | -2.8% | 0.15% | $273K | $48.76 |
| 2024 Q4 | REDUCED | 5,507 | -2,693 | -32.8% | 0.15% | $277K | $47.63 |
| 2024 Q3 | REDUCED | 8,200 | -475 | -5.5% | 0.23% | $431K | $49.06 |
| 2024 Q2 | REDUCED | 8,675 | -4,889 | -36.0% | 0.25% | $436K | $46.33 |
| 2024 Q1 | REDUCED | 13,564 | -4,181 | -23.6% | 0.43% | $689K | $46.33 |
| 2023 Q4 | INITIATED | 17,745 | — | — | 0.61% | $910K | — |
As of 2025 Q4 — sorted by position size