SVWAG
IBMN

Sound View Wealth Advisors Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-141,043
Closed -$3.78M – 429
2025
Q3 		$3.78M Sell
141,043
-22,706
-14% -$608K 0.26% 83
2025
Q2 		$4.38M Buy
163,749
+17,269
+12% +$461K 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% +$130K 0.29% 80
2024
Q2 		$3.43M Buy
129,651
+16,880
+15% +$446K 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% +$1.7M 0.35% 71
2023
Q3 		$1.4M Buy
53,740
+2,913
+6% +$76.5K 0.17% 119
2023
Q2 		$1.34M Sell
50,827
-898
-2% -$23.7K 0.18% 119
2023
Q1 		$1.38M Sell
51,725
-66,718
-56% -$1.77M 0.19% 116
2022
Q4 		$3.14M Buy
118,443
+96,134
+431% +$2.52M 0.35% 71
2022
Q3 		$578K Sell
22,309
-1,472
-6% -$39.1K 0.13% 147
2022
Q2 		$633K Buy
23,781
+5,105
+27% +$135K 0.13% 143
2022
Q1 		$498K Buy
18,676
+3,976
+27% +$108K 0.09% 175
2021
Q4 		$410K Buy
14,700
+3,482
+31% +$97.1K 0.08% 194
2021
Q3 		$314K Buy
+11,218
New +$315K 0.07% 225

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sound View Wealth Advisors Group's IBMN Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 141,043 shares — an estimated $3.78M sold.

Sound View Wealth Advisors Group first reported a position in IBMN in Q3 2021 and held it in 17 quarters. The position peaked at $4.38M in Q2 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 141,043 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $3.78M.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2021 and held it in 17 quarters.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $4.38M in Q2 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.