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Sound View Wealth Advisors Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.5M Sell
214,675
-12,967
-6% -$332K 0.34% 69
2026
Q1 		$5.83M Buy
227,642
+12,106
+6% +$311K 0.4% 63
2025
Q4 		$5.53M Buy
215,536
+46,752
+28% +$1.2M 0.37% 64
2025
Q3 		$4.33M Sell
168,784
-36,837
-18% -$945K 0.3% 79
2025
Q2 		$5.27M Buy
205,621
+48,253
+31% +$1.23M 0.39% 63
2025
Q1 		$4.02M Buy
157,368
+16,842
+12% +$430K 0.33% 69
2024
Q4 		$3.58M Sell
140,526
-618
-0.4% -$15.8K 0.29% 74
2024
Q3 		$3.62M Buy
141,144
+5,423
+4% +$138K 0.3% 78
2024
Q2 		$3.44M Buy
135,721
+17,732
+15% +$448K 0.35% 62
2024
Q1 		$2.99M Sell
117,989
-5,941
-5% -$151K 0.32% 70
2023
Q4 		$3.16M Buy
123,930
+64,449
+108% +$1.62M 0.35% 69
2023
Q3 		$1.48M Buy
59,481
+2,975
+5% +$74.6K 0.18% 115
2023
Q2 		$1.42M Buy
56,506
+839
+2% +$21.2K 0.19% 113
2023
Q1 		$1.42M Sell
55,667
-68,263
-55% -$1.73M 0.2% 114
2022
Q4 		$3.16M Buy
123,930
+88,768
+252% +$2.21M 0.35% 69
2022
Q3 		$866K Sell
35,162
-1,516
-4% -$38.4K 0.19% 115
2022
Q2 		$929K Buy
36,678
+5,362
+17% +$135K 0.19% 112
2022
Q1 		$799K Buy
31,316
+4,137
+15% +$108K 0.15% 128
2021
Q4 		$730K Sell
27,179
-2,519
-8% -$67.6K 0.14% 142
2021
Q3 		$798K Buy
29,698
+16,030
+117% +$434K 0.17% 137
2021
Q2 		$369K Buy
13,668
+1,168
+9% +$31.5K 0.08% 206
2021
Q1 		$335K Buy
+12,500
New +$337K 0.08% 202

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sound View Wealth Advisors Group's IBMO Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 5.7% in Q2 2026, selling an estimated $332K and leaving 214,675 shares worth $5.5M. The position accounts for 0.34% of the portfolio, ranked #69.

Sound View Wealth Advisors Group first reported a position in IBMO in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.83M in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Sound View Wealth Advisors Group held 214,675 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $5.5M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 12,967 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $332K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.34% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #69 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $5.83M in Q1 2026.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.