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
2026 Q1	$24.8M	Buy	1,182,844 +63,630	+6%	+$1.34M	1.68%	10
2025 Q4	$23.7M	Buy	1,119,214 +165,152	+17%	+$3.5M	1.59%	14
2025 Q3	$20.2M	Buy	954,062 +68,818	+8%	+$1.45M	1.39%	14
2025 Q2	$18.6M	Buy	885,244 +114,742	+15%	+$2.37M	1.38%	15
2025 Q1	$16M	Buy	770,502 +74,422	+11%	+$1.53M	1.31%	17
2024 Q4	$14.2M	Buy	696,080 +45,025	+7%	+$931K	1.14%	24
2024 Q3	$13.8M	Buy	651,055 +147,923	+29%	+$3.08M	1.13%	23
2024 Q2	$10.2M	Buy	503,132 +66,535	+15%	+$1.34M	1.05%	27
2024 Q1	$8.95M	Buy	436,597 +100,561	+30%	+$2.06M	0.95%	29
2023 Q4	$6.98M	Buy	+336,036	New	+$6.62M	0.77%	35
2023 Q1	–	Sell	-336,036	Closed	-$6.98M	–	384
2022 Q4	$6.98M	Buy	+336,036	New	+$6.65M	0.77%	35

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sound View Wealth Advisors Group's IBDW Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 5.7% in Q1 2026, buying an estimated $1.34M and bringing the position to 1,182,844 shares worth $24.8M. The position accounts for 1.68% of the portfolio, ranked #10.

Sound View Wealth Advisors Group first reported a position in IBDW in Q4 2022 and has held it in 11 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Sound View Wealth Advisors Group held 1,182,844 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $24.8M as of Q1 2026.
Sound View Wealth Advisors Group bought 63,630 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $1.34M.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.68% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #10 holding.
Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 11 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.