SVWAG
IBMM

Sound View Wealth Advisors Group’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-125,369
Closed -$3.27M – 425
2024
Q3 		$3.27M Buy
125,369
+3,543
+3% +$92.3K 0.27% 83
2024
Q2 		$3.17M Buy
121,826
+15,436
+15% +$401K 0.33% 69
2024
Q1 		$2.76M Sell
106,390
-6,749
-6% -$175K 0.29% 79
2023
Q4 		$2.93M Buy
113,139
+65,899
+139% +$1.7M 0.32% 79
2023
Q3 		$1.21M Buy
47,240
+2,921
+7% +$75.2K 0.15% 127
2023
Q2 		$1.14M Sell
44,319
-912
-2% -$23.5K 0.15% 129
2023
Q1 		$1.17M Sell
45,231
-67,908
-60% -$1.75M 0.16% 127
2022
Q4 		$2.93M Buy
113,139
+90,102
+391% +$2.31M 0.32% 79
2022
Q3 		$588K Sell
23,037
-1,530
-6% -$39.6K 0.13% 144
2022
Q2 		$639K Buy
24,567
+5,197
+27% +$134K 0.13% 141
2022
Q1 		$504K Buy
19,370
+4,089
+27% +$108K 0.1% 174
2021
Q4 		$410K Buy
15,281
+2,681
+21% +$72K 0.08% 195
2021
Q3 		$339K Buy
+12,600
New +$340K 0.07% 210

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sound View Wealth Advisors Group's IBMM Position: Q4 2024 in Review

Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 125,369 shares — an estimated $3.27M sold.

Sound View Wealth Advisors Group first reported a position in IBMM in Q3 2021 and held it in 13 quarters. The position peaked at $3.27M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 125,369 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $3.27M.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2021 and held it in 13 quarters.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $3.27M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2024, filed 7 Feb 2025.