Sound View Wealth Advisors Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Buy |
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|
2025
Q1 | $3.08M | Buy |
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|
2024
Q4 | $2.72M | Sell |
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|
2024
Q3 | $2.77M | Buy |
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $2.66M | Sell |
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|
2023
Q4 | $2.79M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $2.79M | Buy |
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|
2022
Q3 | $532K | Buy |
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|
2022
Q2 | $539K | Buy |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $338K | Hold |
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|
2021
Q3 | $338K | Hold |
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|
2021
Q2 | $339K | Hold |
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|
2021
Q1 | $337K | Buy |
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