Sound View Wealth Advisors Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $32.6M | Buy |
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2025
Q3 | $21.9M | Buy |
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2025
Q2 | $19.6M | Buy |
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|
2025
Q1 | $16.5M | Buy |
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|
2024
Q4 | $14.7M | Buy |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $10.5M | Buy |
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|
2024
Q1 | $9.23M | Buy |
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|
2023
Q4 | $7.29M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $7.29M | Buy |
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