SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Buy |
892,440
+134,842
| +18% | +$2.96M | 1.45% | 14 |
|
|
2025
Q1 | $16.5M | Buy |
757,598
+70,059
| +10% | +$1.52M | 1.35% | 16 |
|
|
2024
Q4 | $14.7M | Buy |
687,539
+41,154
| +6% | +$879K | 1.18% | 22 |
|
|
2024
Q3 | $14.3M | Buy |
646,385
+151,981
| +31% | +$3.37M | 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 | +$7.29M | 0.8% | 33 |
|
|
2023
Q1 | – | Sell |
-336,729
| Closed | -$7.29M | – | 383 |
|
|
2022
Q4 | $7.29M | Buy |
+336,729
| New | +$7.29M | 0.8% | 33 |
|