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
Q4 | – | Sell |
-1,644,079
| Closed | -$41.4M | – | 428 |
|
|
2025
Q3 | $41.4M | Sell |
1,644,079
-183,678
| -10% | -$4.62M | 2.85% | 5 |
|
|
2025
Q2 | $46M | Sell |
1,827,757
-254,672
| -12% | -$6.4M | 3.4% | 3 |
|
|
2025
Q1 | $52.4M | Buy |
2,082,429
+57,879
| +3% | +$1.45M | 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% | +$1.34M | 2.71% | 3 |
|
|
2024
Q1 | $24.9M | Buy |
1,005,183
+165,610
| +20% | +$4.1M | 2.66% | 3 |
|
|
2023
Q4 | $20.8M | Sell |
839,573
-69,055
| -8% | -$1.69M | 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% | -$2.26M | 2.51% | 4 |
|
|
2022
Q4 | $20.8M | Buy |
839,573
+358,462
| +75% | +$8.68M | 2.29% | 4 |
|
|
2022
Q3 | $11.6M | Buy |
481,111
+6,796
| +1% | +$168K | 2.6% | 4 |
|
|
2022
Q2 | $11.7M | Buy |
474,315
+11,301
| +2% | +$281K | 2.45% | 4 |
|
|
2022
Q1 | $11.7M | Buy |
463,014
+55,422
| +14% | +$1.43M | 2.22% | 5 |
|
|
2021
Q4 | $10.8M | Buy |
407,592
+34,221
| +9% | +$910K | 2.04% | 6 |
|
|
2021
Q3 | $10M | Buy |
373,371
+7,550
| +2% | +$204K | 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% | -$229K | 2.05% | 6 |
|
|
2020
Q4 | $9.22M | Buy |
336,830
+9,566
| +3% | +$260K | 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% | -$40.4K | 0.57% | 50 |
|
|
2020
Q1 | $1.93M | Sell |
77,182
-1,733
| -2% | -$44.7K | 0.67% | 48 |
|
|
2019
Q4 | $2.05M | Buy |
78,915
+21,216
| +37% | +$549K | 0.58% | 56 |
|
|
2019
Q3 | $1.49M | Buy |
57,699
+12,522
| +28% | +$322K | 0.45% | 70 |
|
|
2019
Q2 | $1.16M | Buy |
+45,177
| New | +$1.13M | 0.34% | 83 |
|
Other funds holding IBDQ
Sound View Wealth Advisors Group's IBDQ Position: Q4 2025 in Review
Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 1,644,079 shares — an estimated $41.4M sold.
Sound View Wealth Advisors Group first reported a position in IBDQ in Q2 2019 and held it in 26 quarters. The position peaked at $52.4M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.
- Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
- Sound View Wealth Advisors Group sold 1,644,079 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $41.4M.
- Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2019 and held it in 26 quarters.
- Sound View Wealth Advisors Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $52.4M in Q1 2025.
- 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.
Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.