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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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