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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.9M	Buy	905,660 +49,573	+6%	+$1.26M	1.56%	13
2025 Q4	$21.9M	Buy	856,087 +134,021	+19%	+$3.43M	1.47%	15
2025 Q3	$18.5M	Buy	722,066 +64,927	+10%	+$1.65M	1.27%	20
2025 Q2	$16.6M	Buy	657,139 +113,866	+21%	+$2.82M	1.23%	22
2025 Q1	$13.6M	Buy	543,273 +244,240	+82%	+$6.04M	1.11%	24
2024 Q4	$7.35M	Buy	+299,033	New	+$7.48M	0.59%	44

Other funds holding IBDX

ACA

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

CIA

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

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

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

CAI

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

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

Sound View Wealth Advisors Group increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 5.8% in Q1 2026, buying an estimated $1.26M and bringing the position to 905,660 shares worth $22.9M. The position accounts for 1.56% of the portfolio, ranked #13.

Sound View Wealth Advisors Group first reported a position in IBDX in Q4 2024 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

Sound View Wealth Advisors Group held 905,660 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $22.9M as of Q1 2026.
Sound View Wealth Advisors Group bought 49,573 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $1.26M.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.56% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #13 holding.
Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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