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Sound View Wealth Advisors Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.7M Sell
1,472,485
-508,772
-26% -$12.3M 2.21% 7
2026
Q1 		$48M Sell
1,981,257
-32,045
-2% -$777K 3.27% 3
2025
Q4 		$48.8M Buy
2,013,302
+210,605
+12% +$5.11M 3.27% 2
2025
Q3 		$43.8M Buy
1,802,697
+91,888
+5% +$2.23M 3.01% 3
2025
Q2 		$41.5M Buy
1,710,809
+301,106
+21% +$7.27M 3.07% 4
2025
Q1 		$34.1M Buy
1,409,703
+102,347
+8% +$2.47M 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% +$6.14M 2.38% 4
2024
Q2 		$22.5M Buy
942,940
+64,508
+7% +$1.53M 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% -$2.6M 2.37% 3
2023
Q3 		$23.6M Buy
1,009,298
+169,076
+20% +$3.96M 2.93% 3
2023
Q2 		$19.7M Buy
840,222
+31,679
+4% +$748K 2.59% 3
2023
Q1 		$19.2M Sell
808,543
-90,091
-10% -$2.12M 2.63% 3
2022
Q4 		$21.5M Buy
898,634
+368,172
+69% +$8.55M 2.37% 3
2022
Q3 		$12.3M Buy
530,462
+5,353
+1% +$128K 2.75% 3
2022
Q2 		$12.5M Buy
525,109
+1,828
+0.3% +$43.9K 2.62% 3
2022
Q1 		$12.9M Buy
523,281
+57,531
+12% +$1.46M 2.45% 3
2021
Q4 		$12.1M Buy
465,750
+26,587
+6% +$696K 2.29% 3
2021
Q3 		$11.6M Buy
439,163
+143,687
+49% +$3.83M 2.43% 3
2021
Q2 		$7.86M Buy
295,476
+264,533
+855% +$7.02M 1.65% 12
2021
Q1 		$816K Buy
30,943
+1,650
+6% +$44.1K 0.19% 113
2020
Q4 		$794K Sell
29,293
-97
-0.3% -$2.61K 0.19% 116
2020
Q3 		$788K Sell
29,390
-198
-0.7% -$5.32K 0.21% 112
2020
Q2 		$789K Sell
29,588
-212
-0.7% -$5.48K 0.22% 106
2020
Q1 		$732K Buy
29,800
+1,628
+6% +$41.4K 0.25% 99
2019
Q4 		$720K Buy
28,172
+5,204
+23% +$132K 0.2% 115
2019
Q3 		$585K Buy
22,968
+10,640
+86% +$269K 0.17% 126
2019
Q2 		$309K Buy
+12,328
New +$301K 0.09% 191

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Sound View Wealth Advisors Group's IBDR Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 26% in Q2 2026, selling an estimated $12.3M and leaving 1,472,485 shares worth $35.7M. The position accounts for 2.21% of the portfolio, ranked #7.

Sound View Wealth Advisors Group first reported a position in IBDR in Q2 2019 and has held it in 29 quarters since. The position peaked at $48.8M in Q4 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,472,485 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $35.7M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 508,772 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $12.3M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 2.21% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #7 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $48.8M in Q4 2025.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.