SVWAG
IBML

Sound View Wealth Advisors Group’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-34,608
Closed -$883K – 398
2023
Q3 		$883K Hold
34,608
– – 0.11% 158
2023
Q2 		$882K Sell
34,608
-672
-2% -$17.1K 0.12% 162
2023
Q1 		$897K Buy
+35,280
New +$896K 0.12% 160
2022
Q4 		– Sell
-23,098
Closed -$583K – 399
2022
Q3 		$583K Sell
23,098
-1,583
-6% -$40.2K 0.13% 146
2022
Q2 		$629K Buy
24,681
+5,261
+27% +$134K 0.13% 145
2022
Q1 		$495K Buy
19,420
+4,185
+27% +$107K 0.09% 178
2021
Q4 		$395K Buy
15,235
+2,243
+17% +$58.2K 0.07% 199
2021
Q3 		$338K Buy
+12,992
New +$339K 0.07% 212

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Sound View Wealth Advisors Group's IBML Position: Q4 2023 in Review

Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 34,608 shares — an estimated $883K sold.

Sound View Wealth Advisors Group first reported a position in IBML in Q3 2021 and held it in 8 quarters. The position peaked at $897K in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 34,608 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $883K.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2021 and held it in 8 quarters.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $897K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2023, filed 8 Feb 2024.