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Sound View Wealth Advisors Group’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6M Buy
490,589
+453,374
+1,218% +$11.7M 0.78% 34
2026
Q1 		$962K Buy
37,215
+29,526
+384% +$771K 0.07% 192
2025
Q4 		$201K Buy
+7,689
New +$202K 0.01% 407

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Sound View Wealth Advisors Group increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1,218% in Q2 2026, buying an estimated $11.7M and bringing the position to 490,589 shares worth $12.6M. The position accounts for 0.78% of the portfolio, ranked #34.

Sound View Wealth Advisors Group first reported a position in IBDY in Q4 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Sound View Wealth Advisors Group held 490,589 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $12.6M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 453,374 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $11.7M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.78% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #34 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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