SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28M | Buy |
1,100,626
+148,478
| +16% | +$3.77M | 2.07% | 7 |
|
|
2025
Q1 | $24.1M | Buy |
952,148
+89,021
| +10% | +$2.25M | 1.97% | 9 |
|
|
2024
Q4 | $21.5M | Buy |
863,127
+56,379
| +7% | +$1.4M | 1.73% | 11 |
|
|
2024
Q3 | $20.6M | Buy |
806,748
+161,497
| +25% | +$4.12M | 1.68% | 12 |
|
|
2024
Q2 | $16M | Buy |
645,251
+38,201
| +6% | +$946K | 1.65% | 12 |
|
|
2024
Q1 | $15.1M | Sell |
607,050
-5,913
| -1% | -$147K | 1.61% | 12 |
|
|
2023
Q4 | $15.4M | Sell |
612,963
-1,270
| -0.2% | -$31.9K | 1.7% | 11 |
|
|
2023
Q3 | $14.8M | Buy |
614,233
+225,264
| +58% | +$5.41M | 1.84% | 10 |
|
|
2023
Q2 | $9.53M | Buy |
388,969
+329,641
| +556% | +$8.08M | 1.25% | 19 |
|
|
2023
Q1 | $1.48M | Sell |
59,328
-553,635
| -90% | -$13.8M | 0.2% | 110 |
|
|
2022
Q4 | $15.4M | Buy |
+612,963
| New | +$15.4M | 1.7% | 11 |
|