SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
885,244
+114,742
| +15% | +$2.41M | 1.38% | 15 |
|
|
2025
Q1 | $16M | Buy |
770,502
+74,422
| +11% | +$1.54M | 1.31% | 17 |
|
|
2024
Q4 | $14.2M | Buy |
696,080
+45,025
| +7% | +$916K | 1.14% | 24 |
|
|
2024
Q3 | $13.8M | Buy |
651,055
+147,923
| +29% | +$3.14M | 1.13% | 23 |
|
|
2024
Q2 | $10.2M | Buy |
503,132
+66,535
| +15% | +$1.35M | 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 | +$6.98M | 0.77% | 35 |
|
|
2023
Q1 | – | Sell |
-336,036
| Closed | -$6.98M | – | 384 |
|
|
2022
Q4 | $6.98M | Buy |
+336,036
| New | +$6.98M | 0.77% | 35 |
|