Sound View Wealth Advisors Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$22M	Buy
2025 Q1	$18.9M	Buy
2024 Q4	$16.3M	Buy
2024 Q3	$15.9M	Buy
2024 Q2	$11.4M	Buy
2024 Q1	$9.96M	Buy
2023 Q4	$7.35M	Buy
2023 Q1	–	Sell
2022 Q4	$7.35M	Buy