Sound View Wealth Advisors Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $24M | Buy |
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|
2024
Q2 | $20.2M | Buy |
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|
2024
Q1 | $19.5M | Sell |
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|
2023
Q4 | $20.1M | Sell |
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|
2023
Q3 | $21.3M | Buy |
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|
2023
Q2 | $17.1M | Buy |
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|
2023
Q1 | $16.5M | Sell |
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|
2022
Q4 | $20.1M | Buy |
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|
2022
Q3 | $9.56M | Buy |
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|
2022
Q2 | $9.66M | Buy |
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|
2022
Q1 | $9.47M | Buy |
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|
2021
Q4 | $8.82M | Buy |
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|
2021
Q3 | $8.25M | Buy |
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|
2021
Q2 | $8.15M | Buy |
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|
2021
Q1 | $7.34M | Buy |
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|
2020
Q4 | $6.91M | Buy |
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|
2020
Q3 | $6.72M | Buy |
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|
2020
Q2 | $6.09M | Buy |
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|
2020
Q1 | $5.31M | Sell |
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|
2019
Q4 | $5.53M | Buy |
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|
2019
Q3 | $4.24M | Buy |
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|
2019
Q2 | $3.74M | Buy |
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