SVWAG
IBDO

Sound View Wealth Advisors Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-543,994
Closed -$13.8M – 396
2023
Q3 		$13.8M Sell
543,994
-22,366
-4% -$566K 1.72% 11
2023
Q2 		$14.3M Sell
566,360
-39,439
-7% -$994K 1.88% 8
2023
Q1 		$15.3M Buy
+605,799
New +$15.2M 2.09% 6
2022
Q4 		– Sell
-441,720
Closed -$11M – 398
2022
Q3 		$11M Sell
441,720
-2,302
-0.5% -$57.7K 2.47% 5
2022
Q2 		$11.1M Buy
444,022
+8,568
+2% +$216K 2.33% 5
2022
Q1 		$11M Buy
435,454
+15,979
+4% +$407K 2.09% 7
2021
Q4 		$10.8M Buy
419,475
+18,119
+5% +$468K 2.04% 7
2021
Q3 		$10.4M Buy
401,356
+6,129
+2% +$159K 2.18% 4
2021
Q2 		$10.3M Buy
395,227
+31,150
+9% +$813K 2.17% 4
2021
Q1 		$9.52M Buy
364,077
+17,868
+5% +$468K 2.22% 4
2020
Q4 		$9.1M Buy
346,209
+2,363
+0.7% +$62K 2.22% 6
2020
Q3 		$9.02M Buy
343,846
+17,881
+5% +$469K 2.38% 4
2020
Q2 		$8.55M Buy
325,965
+19,149
+6% +$494K 2.41% 4
2020
Q1 		$7.67M Buy
306,816
+1,197
+0.4% +$30.4K 2.65% 4
2019
Q4 		$7.81M Buy
305,619
+52,416
+21% +$1.34M 2.2% 4
2019
Q3 		$6.48M Buy
253,203
+20,654
+9% +$526K 1.93% 6
2019
Q2 		$5.91M Buy
+232,549
New +$5.83M 1.75% 7

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 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 IBDO Position: Q4 2023 in Review

Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 543,994 shares — an estimated $13.8M sold.

Sound View Wealth Advisors Group first reported a position in IBDO in Q2 2019 and held it in 17 quarters. The position peaked at $15.3M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 543,994 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $13.8M.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2019 and held it in 17 quarters.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $15.3M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2023, filed 8 Feb 2024.