SVWAG
IBDP

Sound View Wealth Advisors Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-950,120
Closed -$24M – 424
2024
Q3 		$24M Buy
950,120
+145,619
+18% +$3.66M 1.96% 7
2024
Q2 		$20.2M Buy
804,501
+26,123
+3% +$655K 2.08% 7
2024
Q1 		$19.5M Sell
778,378
-28,120
-3% -$702K 2.08% 7
2023
Q4 		$20.1M Sell
806,498
-55,043
-6% -$1.36M 2.22% 5
2023
Q3 		$21.3M Buy
861,541
+168,312
+24% +$4.15M 2.65% 5
2023
Q2 		$17.1M Buy
693,229
+20,278
+3% +$499K 2.24% 5
2023
Q1 		$16.5M Sell
672,951
-133,547
-17% -$3.28M 2.27% 5
2022
Q4 		$20.1M Buy
806,498
+413,787
+105% +$10.1M 2.22% 5
2022
Q3 		$9.56M Buy
392,711
+2,546
+0.7% +$62.8K 2.14% 7
2022
Q2 		$9.66M Buy
390,165
+12,751
+3% +$317K 2.02% 7
2022
Q1 		$9.47M Buy
377,414
+37,123
+11% +$946K 1.8% 10
2021
Q4 		$8.82M Buy
340,291
+26,604
+8% +$693K 1.67% 12
2021
Q3 		$8.25M Buy
313,687
+4,621
+1% +$122K 1.72% 13
2021
Q2 		$8.15M Buy
309,066
+30,780
+11% +$813K 1.71% 10
2021
Q1 		$7.34M Buy
278,286
+18,413
+7% +$488K 1.71% 12
2020
Q4 		$6.91M Buy
259,873
+5,684
+2% +$150K 1.69% 13
2020
Q3 		$6.72M Buy
254,189
+23,131
+10% +$612K 1.77% 13
2020
Q2 		$6.09M Buy
231,058
+16,349
+8% +$421K 1.72% 12
2020
Q1 		$5.31M Sell
214,709
-426
-0.2% -$10.8K 1.83% 9
2019
Q4 		$5.53M Buy
215,135
+50,191
+30% +$1.29M 1.56% 14
2019
Q3 		$4.24M Buy
164,944
+18,287
+12% +$467K 1.26% 20
2019
Q2 		$3.74M Buy
+146,657
New +$3.66M 1.1% 23

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 IBDP Position: Q4 2024 in Review

Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 950,120 shares — an estimated $24M sold.

Sound View Wealth Advisors Group first reported a position in IBDP in Q2 2019 and held it in 22 quarters. The position peaked at $24M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 950,120 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $24M.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2019 and held it in 22 quarters.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $24M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2024, filed 7 Feb 2025.