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
2023
Q3 		$883K Hold
2023
Q2 		$882K Sell
2023
Q1 		$897K Buy
2022
Q4 		– Sell
2022
Q3 		$583K Sell
2022
Q2 		$629K Buy
2022
Q1 		$495K Buy
2021
Q4 		$395K Buy
2021
Q3 		$338K Buy