Shared Vision Wealth Group LLC GOVT holdings history
ISHARES US TREASURY BOND ETF · CUSIP 46429B267 · CIK 2008178
As of 2026-06-30, Shared Vision Wealth Group LLC reported 346.71K GOVT (shares), valued at $7.90M, or 2.72% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares increased 0.64%; reported value increased 0.06%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.72% | 346,706 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 3.22% | 344,517 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 1.48% | 158,627 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 1.57% | 158,904 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 1.80% | 158,033 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 1.47% | 117,033 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 1.40% | 115,679 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 1.48% | 118,019 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.40% | 106,444 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 1.45% | 102,046 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 1.61% | 104,883 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 1.61% | 104,883 | $2.42M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.45% | 102,046 | $2.32M | Shares decreased 2.70%; reported value decreased 3.84%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 1.40% | 106,444 | $2.40M | Shares increased 4.31%; reported value increased 3.39%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 1.48% | 118,019 | $2.77M | Shares increased 10.87%; reported value increased 15.20%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.40% | 115,679 | $2.66M | Shares decreased 1.98%; reported value decreased 3.95%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 1.47% | 117,033 | $2.69M | Shares increased 1.17%; reported value increased 1.19%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 1.80% | 158,033 | $3.61M | Shares increased 35.03%; reported value increased 34.06%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 1.57% | 158,904 | $3.71M | Shares increased 0.55%; reported value increased 2.93%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 1.48% | 158,627 | $3.66M | Shares decreased 0.17%; reported value decreased 1.44%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 3.22% | 344,517 | $7.89M | Shares increased 117.19%; reported value increased 115.73%, and weight changed +1.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 2.72% | 346,706 | $7.90M | Shares increased 0.64%; reported value increased 0.06%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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