Sound View Wealth Advisors Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.5M | Buy |
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|
2025
Q1 | $34.1M | Buy |
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|
2024
Q4 | $31.5M | Buy |
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|
2024
Q3 | $29.1M | Buy |
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|
2024
Q2 | $22.5M | Buy |
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|
2024
Q1 | $21M | Sell |
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|
2023
Q4 | $21.5M | Sell |
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|
2023
Q3 | $23.6M | Buy |
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|
2023
Q2 | $19.7M | Buy |
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|
2023
Q1 | $19.2M | Sell |
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|
2022
Q4 | $21.5M | Buy |
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|
2022
Q3 | $12.3M | Buy |
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|
2022
Q2 | $12.5M | Buy |
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|
2022
Q1 | $12.9M | Buy |
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|
2021
Q4 | $12.1M | Buy |
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|
2021
Q3 | $11.6M | Buy |
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|
2021
Q2 | $7.86M | Buy |
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|
2021
Q1 | $816K | Buy |
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|
2020
Q4 | $794K | Sell |
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|
2020
Q3 | $788K | Sell |
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|
2020
Q2 | $789K | Sell |
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|
2020
Q1 | $732K | Buy |
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|
2019
Q4 | $720K | Buy |
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|
2019
Q3 | $585K | Buy |
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|
2019
Q2 | $309K | Buy |
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