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Sound View Wealth Advisors Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.1M Buy
1,666,571
+103,999
+7% +$2.63M 2.61% 5
2026
Q1 		$39.6M Buy
1,562,572
+116,564
+8% +$2.96M 2.69% 6
2025
Q4 		$36.8M Buy
1,446,008
+240,759
+20% +$6.13M 2.47% 7
2025
Q3 		$30.8M Buy
1,205,249
+104,623
+10% +$2.66M 2.11% 7
2025
Q2 		$28M Buy
1,100,626
+148,478
+16% +$3.74M 2.07% 7
2025
Q1 		$24.1M Buy
952,148
+89,021
+10% +$2.23M 1.97% 9
2024
Q4 		$21.5M Buy
863,127
+56,379
+7% +$1.42M 1.73% 11
2024
Q3 		$20.6M Buy
806,748
+161,497
+25% +$4.07M 1.68% 12
2024
Q2 		$16M Buy
645,251
+38,201
+6% +$942K 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% -$30.8K 1.7% 11
2023
Q3 		$14.8M Buy
614,233
+225,264
+58% +$5.48M 1.84% 10
2023
Q2 		$9.53M Buy
388,969
+329,641
+556% +$8.16M 1.25% 19
2023
Q1 		$1.48M Sell
59,328
-553,635
-90% -$13.7M 0.2% 110
2022
Q4 		$15.4M Buy
+612,963
New +$14.8M 1.7% 11

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Sound View Wealth Advisors Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 6.7% in Q2 2026, buying an estimated $2.63M and bringing the position to 1,666,571 shares worth $42.1M. The position accounts for 2.61% of the portfolio, ranked #5.

Sound View Wealth Advisors Group first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,666,571 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $42.1M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 103,999 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $2.63M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 2.61% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #5 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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