Sound View Wealth Advisors Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $13.8M | Sell |
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|
2023
Q2 | $14.3M | Sell |
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|
2023
Q1 | $15.3M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $11M | Sell |
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|
2022
Q2 | $11.1M | Buy |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | $10.4M | Buy |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $9.52M | Buy |
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|
2020
Q4 | $9.1M | Buy |
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|
2020
Q3 | $9.02M | Buy |
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|
2020
Q2 | $8.55M | Buy |
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|
2020
Q1 | $7.67M | Buy |
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|
2019
Q4 | $7.81M | Buy |
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|
2019
Q3 | $6.48M | Buy |
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|
2019
Q2 | $5.91M | Buy |
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