SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Buy |
163,749
+17,269
| +12% | +$462K | 0.32% | 71 |
|
|
2025
Q1 | $3.92M | Buy |
146,480
+12,652
| +9% | +$338K | 0.32% | 72 |
|
|
2024
Q4 | $3.56M | Sell |
133,828
-726
| -0.5% | -$19.3K | 0.29% | 75 |
|
|
2024
Q3 | $3.59M | Buy |
134,554
+4,903
| +4% | +$131K | 0.29% | 80 |
|
|
2024
Q2 | $3.43M | Buy |
129,651
+16,880
| +15% | +$447K | 0.35% | 63 |
|
|
2024
Q1 | $2.98M | Sell |
112,771
-5,672
| -5% | -$150K | 0.32% | 71 |
|
|
2023
Q4 | $3.14M | Buy |
118,443
+64,703
| +120% | +$1.72M | 0.35% | 71 |
|
|
2023
Q3 | $1.4M | Buy |
53,740
+2,913
| +6% | +$76K | 0.17% | 119 |
|
|
2023
Q2 | $1.34M | Sell |
50,827
-898
| -2% | -$23.6K | 0.18% | 119 |
|
|
2023
Q1 | $1.38M | Sell |
51,725
-66,718
| -56% | -$1.78M | 0.19% | 116 |
|
|
2022
Q4 | $3.14M | Buy |
118,443
+96,134
| +431% | +$2.55M | 0.35% | 71 |
|
|
2022
Q3 | $578K | Sell |
22,309
-1,472
| -6% | -$38.1K | 0.13% | 147 |
|
|
2022
Q2 | $633K | Buy |
23,781
+5,105
| +27% | +$136K | 0.13% | 143 |
|
|
2022
Q1 | $498K | Buy |
18,676
+3,976
| +27% | +$106K | 0.09% | 175 |
|
|
2021
Q4 | $410K | Buy |
14,700
+3,482
| +31% | +$97.1K | 0.08% | 194 |
|
|
2021
Q3 | $314K | Buy |
+11,218
| New | +$314K | 0.07% | 225 |
|