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| Name: |
Shared Vision Wealth Group LLC |
| City: |
CARLSBAD |
| State: |
X1 |
| Zip: |
92008 |
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data |
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| Holdings
Found :
9 |
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Closed Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IJS |
iShares S&P SmCp 600/BRR Vl |
82 |
Closed |
$101.19 |
$0 |
0 |
0% |
-220,000 |
-2,135 |
0 |
Closed - End Fund - E... |
|
|
VGLT |
Vanguard Long-Term Governm |
81 |
Closed |
$57.51 |
$0 |
0 |
0% |
-261,000 |
-4,237 |
0 |
N/A |
|
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IYE |
iShares Tr Enrgy Sector Indx |
80 |
Closed |
$49.23 |
$0 |
0 |
0% |
-376,000 |
-8,521 |
0 |
Closed - End Fund - E... |
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IEF |
iShares Lehman 7-10 Year Tr... |
79 |
Closed |
$93.21 |
$0 |
0 |
0% |
-466,000 |
-4,830 |
0 |
Closed - End Fund - E... |
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AGZ |
Ishares Barclays Agency Bon... |
78 |
Closed |
$107.44 |
$0 |
0 |
0% |
-252,000 |
-2,325 |
0 |
Closed - End Fund - Debt |
|
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FBND |
Fidelity Total Bond Etf |
84 |
Closed |
$0.00 |
$0 |
0 |
0% |
-470,000 |
-10,215 |
0 |
N/A |
|
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ICSH |
Ishares Ultra Short Term Bo... |
77 |
Closed |
$0.00 |
$0 |
0 |
0% |
-214,000 |
-4,256 |
0 |
N/A |
|
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ITOT |
iShares Core S&P Total US |
83 |
Closed |
$116.78 |
$0 |
0 |
0% |
-2,316,000 |
-22,012 |
0 |
Closed - End Fund - E... |
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DVY |
iShares Dow Select Div |
76 |
Closed |
$125.49 |
$0 |
0 |
0% |
-245,000 |
-2,090 |
0 |
Closed - End Fund - E... |
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