SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46M | Sell |
1,827,757
-254,672
| -12% | -$6.41M | 3.4% | 3 |
|
|
2025
Q1 | $52.4M | Buy |
2,082,429
+57,879
| +3% | +$1.46M | 4.3% | 2 |
|
|
2024
Q4 | $50.7M | Buy |
2,024,550
+425,379
| +27% | +$10.7M | 4.08% | 2 |
|
|
2024
Q3 | $40.1M | Buy |
1,599,171
+539,795
| +51% | +$13.5M | 3.28% | 2 |
|
|
2024
Q2 | $26.3M | Buy |
1,059,376
+54,193
| +5% | +$1.35M | 2.71% | 3 |
|
|
2024
Q1 | $24.9M | Buy |
1,005,183
+165,610
| +20% | +$4.11M | 2.66% | 3 |
|
|
2023
Q4 | $20.8M | Sell |
839,573
-69,055
| -8% | -$1.71M | 2.29% | 4 |
|
|
2023
Q3 | $22.1M | Buy |
908,628
+162,335
| +22% | +$3.96M | 2.75% | 4 |
|
|
2023
Q2 | $18.2M | Sell |
746,293
-745
| -0.1% | -$18.2K | 2.39% | 4 |
|
|
2023
Q1 | $18.3M | Sell |
747,038
-92,535
| -11% | -$2.27M | 2.51% | 4 |
|
|
2022
Q4 | $20.8M | Buy |
839,573
+358,462
| +75% | +$8.88M | 2.29% | 4 |
|
|
2022
Q3 | $11.6M | Buy |
481,111
+6,796
| +1% | +$164K | 2.6% | 4 |
|
|
2022
Q2 | $11.7M | Buy |
474,315
+11,301
| +2% | +$279K | 2.45% | 4 |
|
|
2022
Q1 | $11.7M | Buy |
463,014
+55,422
| +14% | +$1.4M | 2.22% | 5 |
|
|
2021
Q4 | $10.8M | Buy |
407,592
+34,221
| +9% | +$904K | 2.04% | 6 |
|
|
2021
Q3 | $10M | Buy |
373,371
+7,550
| +2% | +$203K | 2.09% | 6 |
|
|
2021
Q2 | $9.87M | Buy |
365,821
+37,460
| +11% | +$1.01M | 2.08% | 6 |
|
|
2021
Q1 | $8.81M | Sell |
328,361
-8,469
| -3% | -$227K | 2.05% | 6 |
|
|
2020
Q4 | $9.22M | Buy |
336,830
+9,566
| +3% | +$262K | 2.25% | 4 |
|
|
2020
Q3 | $8.88M | Buy |
327,264
+251,621
| +333% | +$6.83M | 2.34% | 5 |
|
|
2020
Q2 | $2.04M | Sell |
75,643
-1,539
| -2% | -$41.5K | 0.57% | 50 |
|
|
2020
Q1 | $1.93M | Sell |
77,182
-1,733
| -2% | -$43.3K | 0.67% | 48 |
|
|
2019
Q4 | $2.05M | Buy |
78,915
+21,216
| +37% | +$550K | 0.58% | 56 |
|
|
2019
Q3 | $1.49M | Buy |
57,699
+12,522
| +28% | +$324K | 0.45% | 70 |
|
|
2019
Q2 | $1.16M | Buy |
+45,177
| New | +$1.16M | 0.34% | 83 |
|