SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
944,550
+127,321
| +16% | +$2.97M | 1.63% | 11 |
|
|
2025
Q1 | $18.9M | Buy |
817,229
+100,271
| +14% | +$2.32M | 1.55% | 13 |
|
|
2024
Q4 | $16.3M | Buy |
716,958
+40,521
| +6% | +$924K | 1.32% | 18 |
|
|
2024
Q3 | $15.9M | Buy |
676,437
+173,588
| +35% | +$4.08M | 1.3% | 17 |
|
|
2024
Q2 | $11.4M | Buy |
502,849
+66,258
| +15% | +$1.5M | 1.18% | 20 |
|
|
2024
Q1 | $9.96M | Buy |
436,591
+117,868
| +37% | +$2.69M | 1.06% | 24 |
|
|
2023
Q4 | $7.35M | Buy |
+318,723
| New | +$7.35M | 0.81% | 32 |
|
|
2023
Q1 | – | Sell |
-318,723
| Closed | -$7.35M | – | 385 |
|
|
2022
Q4 | $7.35M | Buy |
+318,723
| New | +$7.35M | 0.81% | 32 |
|