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Sound View Wealth Advisors Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.7M Buy
2,048,974
+66,283
+3% +$1.61M 3.38% 2
2025
Q4 		$48.1M Buy
1,982,691
+522,395
+36% +$12.7M 3.23% 3
2025
Q3 		$35.5M Buy
1,460,296
+140,686
+11% +$3.41M 2.44% 6
2025
Q2 		$32M Buy
1,319,610
+159,773
+14% +$3.85M 2.37% 6
2025
Q1 		$28M Buy
1,159,837
+116,418
+11% +$2.8M 2.3% 5
2024
Q4 		$25M Buy
1,043,419
+81,603
+8% +$1.96M 2.01% 6
2024
Q3 		$23.4M Buy
961,816
+197,138
+26% +$4.75M 1.91% 8
2024
Q2 		$18.1M Buy
764,678
+22,300
+3% +$527K 1.87% 9
2024
Q1 		$17.7M Sell
742,378
-3,765
-0.5% -$89.6K 1.88% 8
2023
Q4 		$17.9M Sell
746,143
-46,812
-6% -$1.09M 1.97% 7
2023
Q3 		$18.3M Buy
792,955
+130,529
+20% +$3.05M 2.28% 6
2023
Q2 		$15.6M Buy
662,426
+30,721
+5% +$727K 2.04% 7
2023
Q1 		$15M Sell
631,705
-114,438
-15% -$2.7M 2.07% 8
2022
Q4 		$17.9M Buy
746,143
+356,511
+91% +$8.26M 1.97% 7
2022
Q3 		$8.96M Buy
389,632
+11,079
+3% +$265K 2.01% 9
2022
Q2 		$9.04M Buy
378,553
+22,852
+6% +$552K 1.89% 8
2022
Q1 		$8.87M Buy
355,701
+340,248
+2,202% +$8.73M 1.69% 12
2021
Q4 		$410K Sell
15,453
-1,623
-10% -$43.2K 0.08% 193
2021
Q3 		$461K Hold
17,076
– – 0.1% 179
2021
Q2 		$462K Sell
17,076
-111
-0.6% -$2.99K 0.1% 183
2021
Q1 		$459K Hold
17,187
– – 0.11% 167
2020
Q4 		$474K Buy
17,187
+224
+1% +$6.12K 0.12% 158
2020
Q3 		$460K Buy
16,963
+750
+5% +$20.4K 0.12% 149
2020
Q2 		$437K Buy
16,213
+56
+0.3% +$1.46K 0.12% 146
2020
Q1 		$396K Hold
16,157
– – 0.14% 135
2019
Q4 		$420K Buy
16,157
+1,716
+12% +$44.4K 0.12% 152
2019
Q3 		$374K Buy
+14,441
New +$371K 0.11% 164

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sound View Wealth Advisors Group's IBDS Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 3.3% in Q1 2026, buying an estimated $1.61M and bringing the position to 2,048,974 shares worth $49.7M. The position accounts for 3.38% of the portfolio, ranked #2.

Sound View Wealth Advisors Group first reported a position in IBDS in Q3 2019 and has held it in 27 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,048,974 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $49.7M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 66,283 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $1.61M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 3.38% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #2 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2019 and has held it in 27 quarters since.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.