Sound View Wealth Advisors Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.6M	Buy
2025 Q1	$16.5M	Buy
2024 Q4	$14.7M	Buy
2024 Q3	$14.3M	Buy
2024 Q2	$10.5M	Buy
2024 Q1	$9.23M	Buy
2023 Q4	$7.29M	Buy
2023 Q1	–	Sell
2022 Q4	$7.29M	Buy