SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.5M | Buy |
1,710,809
+301,106
| +21% | +$7.3M | 3.07% | 4 |
|
|
2025
Q1 | $34.1M | Buy |
1,409,703
+102,347
| +8% | +$2.48M | 2.8% | 4 |
|
|
2024
Q4 | $31.5M | Buy |
1,307,356
+109,202
| +9% | +$2.63M | 2.53% | 4 |
|
|
2024
Q3 | $29.1M | Buy |
1,198,154
+255,214
| +27% | +$6.2M | 2.38% | 4 |
|
|
2024
Q2 | $22.5M | Buy |
942,940
+64,508
| +7% | +$1.54M | 2.32% | 6 |
|
|
2024
Q1 | $21M | Sell |
878,432
-20,202
| -2% | -$482K | 2.23% | 4 |
|
|
2023
Q4 | $21.5M | Sell |
898,634
-110,664
| -11% | -$2.64M | 2.37% | 3 |
|
|
2023
Q3 | $23.6M | Buy |
1,009,298
+169,076
| +20% | +$3.95M | 2.93% | 3 |
|
|
2023
Q2 | $19.7M | Buy |
840,222
+31,679
| +4% | +$744K | 2.59% | 3 |
|
|
2023
Q1 | $19.2M | Sell |
808,543
-90,091
| -10% | -$2.14M | 2.63% | 3 |
|
|
2022
Q4 | $21.5M | Buy |
898,634
+368,172
| +69% | +$8.8M | 2.37% | 3 |
|
|
2022
Q3 | $12.3M | Buy |
530,462
+5,353
| +1% | +$124K | 2.75% | 3 |
|
|
2022
Q2 | $12.5M | Buy |
525,109
+1,828
| +0.3% | +$43.5K | 2.62% | 3 |
|
|
2022
Q1 | $12.9M | Buy |
523,281
+57,531
| +12% | +$1.42M | 2.45% | 3 |
|
|
2021
Q4 | $12.1M | Buy |
465,750
+26,587
| +6% | +$693K | 2.29% | 3 |
|
|
2021
Q3 | $11.6M | Buy |
439,163
+143,687
| +49% | +$3.81M | 2.43% | 3 |
|
|
2021
Q2 | $7.86M | Buy |
295,476
+264,533
| +855% | +$7.04M | 1.65% | 12 |
|
|
2021
Q1 | $816K | Buy |
30,943
+1,650
| +6% | +$43.5K | 0.19% | 113 |
|
|
2020
Q4 | $794K | Sell |
29,293
-97
| -0.3% | -$2.63K | 0.19% | 116 |
|
|
2020
Q3 | $788K | Sell |
29,390
-198
| -0.7% | -$5.31K | 0.21% | 112 |
|
|
2020
Q2 | $789K | Sell |
29,588
-212
| -0.7% | -$5.65K | 0.22% | 106 |
|
|
2020
Q1 | $732K | Buy |
29,800
+1,628
| +6% | +$40K | 0.25% | 99 |
|
|
2019
Q4 | $720K | Buy |
28,172
+5,204
| +23% | +$133K | 0.2% | 115 |
|
|
2019
Q3 | $585K | Buy |
22,968
+10,640
| +86% | +$271K | 0.17% | 126 |
|
|
2019
Q2 | $309K | Buy |
+12,328
| New | +$309K | 0.09% | 191 |
|