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 Q2	$25.3M	Buy	1,005,519 +99,859	+11%	+$2.52M	1.57%	15
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 $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Sound View Wealth Advisors Group's IBDX Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 11% in Q2 2026, buying an estimated $2.52M and bringing the position to 1,005,519 shares worth $25.3M. The position accounts for 1.57% of the portfolio, ranked #15.

Sound View Wealth Advisors Group first reported a position in IBDX in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Sound View Wealth Advisors Group held 1,005,519 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $25.3M as of Q2 2026.
Sound View Wealth Advisors Group bought 99,859 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $2.52M.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.57% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #15 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 7 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.