SVWAG
IBDL

Sound View Wealth Advisors Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-35,764
Closed -$902K – 264
2020
Q3 		$902K Sell
35,764
-156,826
-81% -$3.96M 0.24% 99
2020
Q2 		$4.88M Buy
192,590
+52,298
+37% +$1.32M 1.37% 17
2020
Q1 		$3.54M Buy
140,292
+4,348
+3% +$110K 1.22% 23
2019
Q4 		$3.44M Buy
135,944
+34,876
+35% +$883K 0.97% 33
2019
Q3 		$2.56M Buy
101,068
+7,572
+8% +$192K 0.76% 42
2019
Q2 		$2.37M Buy
+93,496
New +$2.36M 0.7% 44

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sound View Wealth Advisors Group's IBDL Position: Q4 2020 in Review

Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 35,764 shares — an estimated $902K sold.

Sound View Wealth Advisors Group first reported a position in IBDL in Q2 2019 and held it in 6 quarters. The position peaked at $4.88M in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 35,764 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $902K.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2019 and held it in 6 quarters.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $4.88M in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2020, filed 2 Feb 2021.