Sound View Wealth Advisors Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-113,223	Closed	-$2.81M	–	298
2021 Q2	$2.81M	Sell	113,223 -147,349	-57%	-$3.65M	0.59%	46
2021 Q1	$6.47M	Sell	260,572 -26,893	-9%	-$669K	1.51%	15
2020 Q4	$7.16M	Buy	287,465 +4,800	+2%	+$120K	1.75%	12
2020 Q3	$7.08M	Buy	282,665 +21,510	+8%	+$540K	1.86%	12
2020 Q2	$6.57M	Buy	261,155 +35,242	+16%	+$881K	1.85%	11
2020 Q1	$5.57M	Buy	225,913 +997	+0.4%	+$24.7K	1.92%	8
2019 Q4	$5.61M	Buy	224,916 +47,780	+27%	+$1.19M	1.58%	12
2019 Q3	$4.43M	Buy	177,136 +19,409	+12%	+$484K	1.32%	17
2019 Q2	$3.93M	Buy	+157,727	New	+$3.9M	1.16%	20

Other funds holding IBDM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Sound View Wealth Advisors Group's IBDM Position: Q3 2021 in Review

Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2021, closing a stake of 113,223 shares — an estimated $2.81M sold.

Sound View Wealth Advisors Group first reported a position in IBDM in Q2 2019 and held it in 9 quarters. The position peaked at $7.16M in Q4 2020. 201 funds tracked by Wall St. Rank hold IBDM as of Q3 2021.

Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
Sound View Wealth Advisors Group sold 113,223 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2021, an estimated $2.81M.
Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2019 and held it in 9 quarters.
Sound View Wealth Advisors Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $7.16M in Q4 2020.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2021.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2021, filed 21 Oct 2021.