Sound View Wealth Advisors Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$18.6M	Buy
2025 Q1	$16M	Buy
2024 Q4	$14.2M	Buy
2024 Q3	$13.8M	Buy
2024 Q2	$10.2M	Buy
2024 Q1	$8.95M	Buy
2023 Q4	$6.98M	Buy
2023 Q1	–	Sell
2022 Q4	$6.98M	Buy