SVWAG
IBDX icon

Sound View Wealth Advisors Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBDX Stock Details IBDX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$16.6M Buy
657,139
+113,866
+21% +$2.88M 1.23% 22
2025
Q1 		$13.6M Buy
543,273
+244,240
+82% +$6.1M 1.11% 24
2024
Q4 		$7.35M Buy
+299,033
New +$7.35M 0.59% 44