SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
1,319,610
+159,773
| +14% | +$3.88M | 2.37% | 6 |
|
|
2025
Q1 | $28M | Buy |
1,159,837
+116,418
| +11% | +$2.81M | 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% | +$4.8M | 1.91% | 8 |
|
|
2024
Q2 | $18.1M | Buy |
764,678
+22,300
| +3% | +$529K | 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% | -$1.12M | 1.97% | 7 |
|
|
2023
Q3 | $18.3M | Buy |
792,955
+130,529
| +20% | +$3.02M | 2.28% | 6 |
|
|
2023
Q2 | $15.6M | Buy |
662,426
+30,721
| +5% | +$721K | 2.04% | 7 |
|
|
2023
Q1 | $15M | Sell |
631,705
-114,438
| -15% | -$2.73M | 2.07% | 8 |
|
|
2022
Q4 | $17.9M | Buy |
746,143
+356,511
| +91% | +$8.53M | 1.97% | 7 |
|
|
2022
Q3 | $8.96M | Buy |
389,632
+11,079
| +3% | +$255K | 2.01% | 9 |
|
|
2022
Q2 | $9.04M | Buy |
378,553
+22,852
| +6% | +$545K | 1.89% | 8 |
|
|
2022
Q1 | $8.87M | Buy |
355,701
+340,248
| +2,202% | +$8.49M | 1.69% | 12 |
|
|
2021
Q4 | $410K | Sell |
15,453
-1,623
| -10% | -$43.1K | 0.08% | 193 |
|
|
2021
Q3 | $461K | Hold |
17,076
| – | – | 0.1% | 179 |
|
|
2021
Q2 | $462K | Sell |
17,076
-111
| -0.6% | -$3K | 0.1% | 183 |
|
|
2021
Q1 | $459K | Hold |
17,187
| – | – | 0.11% | 167 |
|
|
2020
Q4 | $474K | Buy |
17,187
+224
| +1% | +$6.18K | 0.12% | 158 |
|
|
2020
Q3 | $460K | Buy |
16,963
+750
| +5% | +$20.3K | 0.12% | 149 |
|
|
2020
Q2 | $437K | Buy |
16,213
+56
| +0.3% | +$1.51K | 0.12% | 146 |
|
|
2020
Q1 | $396K | Hold |
16,157
| – | – | 0.14% | 135 |
|
|
2019
Q4 | $420K | Buy |
16,157
+1,716
| +12% | +$44.6K | 0.12% | 152 |
|
|
2019
Q3 | $374K | Buy |
+14,441
| New | +$374K | 0.11% | 164 |
|