Sound View Wealth Advisors Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46M | Sell |
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2025
Q1 | $52.4M | Buy |
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|
2024
Q4 | $50.7M | Buy |
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|
2024
Q3 | $40.1M | Buy |
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|
2024
Q2 | $26.3M | Buy |
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|
2024
Q1 | $24.9M | Buy |
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|
2023
Q4 | $20.8M | Sell |
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|
2023
Q3 | $22.1M | Buy |
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|
2023
Q2 | $18.2M | Sell |
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|
2023
Q1 | $18.3M | Sell |
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|
2022
Q4 | $20.8M | Buy |
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|
2022
Q3 | $11.6M | Buy |
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|
2022
Q2 | $11.7M | Buy |
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|
2022
Q1 | $11.7M | Buy |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | $10M | Buy |
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|
2021
Q2 | $9.87M | Buy |
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|
2021
Q1 | $8.81M | Sell |
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|
2020
Q4 | $9.22M | Buy |
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|
2020
Q3 | $8.88M | Buy |
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|
2020
Q2 | $2.04M | Sell |
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|
2020
Q1 | $1.93M | Sell |
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|
2019
Q4 | $2.05M | Buy |
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|
2019
Q3 | $1.49M | Buy |
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|
2019
Q2 | $1.16M | Buy |
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