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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
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 $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Sound View Wealth Advisors Group increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 384% in Q1 2026, buying an estimated $771K and bringing the position to 37,215 shares worth $962K. The position accounts for 0.07% of the portfolio, ranked #192.

Sound View Wealth Advisors Group first reported a position in IBDY in Q4 2025 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Sound View Wealth Advisors Group held 37,215 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $962K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 29,526 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $771K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.07% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #192 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 2 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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