Sound View Wealth Advisors Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
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2025
Q1 | $28M | Buy |
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|
2024
Q4 | $25M | Buy |
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|
2024
Q3 | $23.4M | Buy |
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|
2024
Q2 | $18.1M | Buy |
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|
2024
Q1 | $17.7M | Sell |
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|
2023
Q4 | $17.9M | Sell |
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|
2023
Q3 | $18.3M | Buy |
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|
2023
Q2 | $15.6M | Buy |
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|
2023
Q1 | $15M | Sell |
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|
2022
Q4 | $17.9M | Buy |
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|
2022
Q3 | $8.96M | Buy |
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|
2022
Q2 | $9.04M | Buy |
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|
2022
Q1 | $8.87M | Buy |
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|
2021
Q4 | $410K | Sell |
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|
2021
Q3 | $461K | Hold |
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|
2021
Q2 | $462K | Sell |
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|
2021
Q1 | $459K | Hold |
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|
2020
Q4 | $474K | Buy |
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|
2020
Q3 | $460K | Buy |
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|
2020
Q2 | $437K | Buy |
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|
2020
Q1 | $396K | Hold |
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|
2019
Q4 | $420K | Buy |
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|
2019
Q3 | $374K | Buy |
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