SVWAG
IBDN

Sound View Wealth Advisors Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-37,479
Closed -$938K – 400
2022
Q3 		$938K Sell
37,479
-2,985
-7% -$74.6K 0.21% 109
2022
Q2 		$1.01M Sell
40,464
-2,661
-6% -$66.6K 0.21% 111
2022
Q1 		$1.08M Sell
43,125
-106,109
-71% -$2.66M 0.21% 110
2021
Q4 		$3.75M Sell
149,234
-195,600
-57% -$4.93M 0.71% 39
2021
Q3 		$8.73M Sell
344,834
-6,928
-2% -$176K 1.82% 10
2021
Q2 		$8.94M Buy
351,762
+32,868
+10% +$836K 1.88% 9
2021
Q1 		$8.12M Buy
318,894
+19,228
+6% +$490K 1.89% 8
2020
Q4 		$7.66M Buy
299,666
+5,424
+2% +$139K 1.87% 9
2020
Q3 		$7.54M Buy
294,242
+21,434
+8% +$550K 1.99% 11
2020
Q2 		$7.01M Buy
272,808
+28,490
+12% +$724K 1.97% 8
2020
Q1 		$6.06M Buy
244,318
+1,898
+0.8% +$47.6K 2.09% 6
2019
Q4 		$6.13M Buy
242,420
+53,014
+28% +$1.34M 1.73% 7
2019
Q3 		$4.8M Buy
189,406
+24,911
+15% +$629K 1.43% 15
2019
Q2 		$4.15M Buy
+164,495
New +$4.1M 1.23% 18

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sound View Wealth Advisors Group's IBDN Position: Q4 2022 in Review

Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 37,479 shares — an estimated $938K sold.

Sound View Wealth Advisors Group first reported a position in IBDN in Q2 2019 and held it in 14 quarters. The position peaked at $8.94M in Q2 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 37,479 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $938K.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2019 and held it in 14 quarters.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $8.94M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2022, filed 8 Feb 2023.