Sound View Wealth Advisors Group’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBMK Stock Details IBMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-12,661	Closed	-$331K	–	301
2021 Q3	$331K	Buy	12,661 +3,074	+32%	+$80.6K	0.07%	218
2021 Q2	$252K	Buy	9,587 +1,198	+14%	+$31.5K	0.05%	251
2021 Q1	$221K	Hold	8,389	–	–	0.05%	250
2020 Q4	$221K	Buy	+8,389	New	+$221K	0.05%	237

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sound View Wealth Advisors Group's IBMK Position: Q4 2021 in Review

Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2021, closing a stake of 12,661 shares — an estimated $331K sold.

Sound View Wealth Advisors Group first reported a position in IBMK in Q4 2020 and held it in 4 quarters. The position peaked at $331K in Q3 2021. 145 funds tracked by Wall St. Rank hold IBMK as of Q4 2021.

Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Sound View Wealth Advisors Group sold 12,661 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2021, an estimated $331K.
Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2020 and held it in 4 quarters.
Sound View Wealth Advisors Group's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $331K in Q3 2021.
145 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2021.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2021, filed 20 Jan 2022.