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
2026 Q2	$41M	Buy	1,880,024 +133,680	+8%	+$2.92M	2.54%	6
2026 Q1	$38.2M	Buy	1,746,344 +267,629	+18%	+$5.9M	2.6%	7
2025 Q4	$32.6M	Buy	1,478,715 +491,085	+50%	+$10.9M	2.19%	8
2025 Q3	$21.9M	Buy	987,630 +95,190	+11%	+$2.1M	1.5%	13
2025 Q2	$19.6M	Buy	892,440 +134,842	+18%	+$2.92M	1.45%	14
2025 Q1	$16.5M	Buy	757,598 +70,059	+10%	+$1.51M	1.35%	16
2024 Q4	$14.7M	Buy	687,539 +41,154	+6%	+$890K	1.18%	22
2024 Q3	$14.3M	Buy	646,385 +151,981	+31%	+$3.32M	1.17%	21
2024 Q2	$10.5M	Buy	494,404 +63,263	+15%	+$1.34M	1.08%	26
2024 Q1	$9.23M	Buy	431,141 +94,412	+28%	+$2.02M	0.98%	27
2023 Q4	$7.29M	Buy	+336,729	New	+$6.96M	0.8%	33
2023 Q1	–	Sell	-336,729	Closed	-$7.29M	–	383
2022 Q4	$7.29M	Buy	+336,729	New	+$6.94M	0.8%	33

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Sound View Wealth Advisors Group increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 7.7% in Q2 2026, buying an estimated $2.92M and bringing the position to 1,880,024 shares worth $41M. The position accounts for 2.54% of the portfolio, ranked #6.

Sound View Wealth Advisors Group first reported a position in IBDV in Q4 2022 and has held it in 12 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Sound View Wealth Advisors Group held 1,880,024 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $41M as of Q2 2026.
Sound View Wealth Advisors Group bought 133,680 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $2.92M.
iShares iBonds Dec 2030 Term Corporate ETF made up 2.54% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #6 holding.
Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2022 and has held it in 12 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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