Sound View Wealth Advisors Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Buy |
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|
2025
Q1 | $3.92M | Buy |
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|
2024
Q4 | $3.56M | Sell |
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|
2024
Q3 | $3.59M | Buy |
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|
2024
Q2 | $3.43M | Buy |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $3.14M | Buy |
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|
2022
Q3 | $578K | Sell |
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|
2022
Q2 | $633K | Buy |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $314K | Buy |
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