SVWAG
IBMM
Sound View Wealth Advisors Group’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$92.5K | 0.27% | 83 |
|
|
2024
Q2 | $3.17M | Buy |
121,826
+15,436
| +15% | +$402K | 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% | +$1.71M | 0.32% | 79 |
|
|
2023
Q3 | $1.21M | Buy |
47,240
+2,921
| +7% | +$75K | 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% | -$1.76M | 0.16% | 127 |
|
|
2022
Q4 | $2.93M | Buy |
113,139
+90,102
| +391% | +$2.34M | 0.32% | 79 |
|
|
2022
Q3 | $588K | Sell |
23,037
-1,530
| -6% | -$39.1K | 0.13% | 144 |
|
|
2022
Q2 | $639K | Buy |
24,567
+5,197
| +27% | +$135K | 0.13% | 141 |
|
|
2022
Q1 | $504K | Buy |
19,370
+4,089
| +27% | +$106K | 0.1% | 174 |
|
|
2021
Q4 | $410K | Buy |
15,281
+2,681
| +21% | +$71.9K | 0.08% | 195 |
|
|
2021
Q3 | $339K | Buy |
+12,600
| New | +$339K | 0.07% | 210 |
|