Shared Vision Wealth Group LLC Ishares U.S. Treasury Bond ETF Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 158,033 shares of GOVT stock, worth $3.62 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

158,033

Previous 117,033 35.03%

Holding current value

$3.62 Million

Previous $2.69 Billion 34.06%

% of portfolio

1.8%

Previous 1.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$22.54 - $23.17 $924,140 - $949,970	41,000 Added 35.03%	158,033 $3.61 Billion
Q1 2025 May 02, 2025	BUY	$22.25 - $23.0 $30,126 - $31,142	1,354 Added 1.17%	117,033 $2.69 Billion
Q4 2024 Feb 06, 2025	SELL	$22.39 - $23.45 $52,392 - $54,873	-2,340 Reduced 1.98%	115,679 $2.66 Billion
Q3 2024 Nov 12, 2024	BUY	$22.38 - $23.66 $259,048 - $273,864	11,575 Added 10.87%	118,019 $2.77 Billion
Q2 2024 Jul 23, 2024	BUY	$22.12 - $22.75 $97,283 - $100,054	4,398 Added 4.31%	106,444 $2.4 Billion
Q1 2024 May 06, 2024	SELL	$22.51 - $23.08 $63,860 - $65,477	-2,837 Reduced 2.7%	102,046 $2.32 Billion
Q4 2023 Feb 07, 2024	BUY	$21.6 - $23.13 $2.27 Million - $2.43 Million	104,883 New	104,883 $2.42 Billion

Others Institutions Holding GOVT

# of Institutions

859

Shares Held

1.1B

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

More about GOVT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Account

Shared Vision Wealth Group LLC Ishares U.S. Treasury Bond ETF Transaction History