SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
205,621
+48,253
| +31% | +$1.24M | 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% | -$15.7K | 0.29% | 74 |
|
|
2024
Q3 | $3.62M | Buy |
141,144
+5,423
| +4% | +$139K | 0.3% | 78 |
|
|
2024
Q2 | $3.44M | Buy |
135,721
+17,732
| +15% | +$449K | 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% | +$1.64M | 0.35% | 69 |
|
|
2023
Q3 | $1.48M | Buy |
59,481
+2,975
| +5% | +$73.8K | 0.18% | 115 |
|
|
2023
Q2 | $1.42M | Buy |
56,506
+839
| +2% | +$21.1K | 0.19% | 113 |
|
|
2023
Q1 | $1.42M | Sell |
55,667
-68,263
| -55% | -$1.74M | 0.2% | 114 |
|
|
2022
Q4 | $3.16M | Buy |
123,930
+88,768
| +252% | +$2.26M | 0.35% | 69 |
|
|
2022
Q3 | $866K | Sell |
35,162
-1,516
| -4% | -$37.3K | 0.19% | 115 |
|
|
2022
Q2 | $929K | Buy |
36,678
+5,362
| +17% | +$136K | 0.19% | 112 |
|
|
2022
Q1 | $799K | Buy |
31,316
+4,137
| +15% | +$106K | 0.15% | 128 |
|
|
2021
Q4 | $730K | Sell |
27,179
-2,519
| -8% | -$67.7K | 0.14% | 142 |
|
|
2021
Q3 | $798K | Buy |
29,698
+16,030
| +117% | +$431K | 0.17% | 137 |
|
|
2021
Q2 | $369K | Buy |
13,668
+1,168
| +9% | +$31.5K | 0.08% | 206 |
|
|
2021
Q1 | $335K | Buy |
+12,500
| New | +$335K | 0.08% | 202 |
|