SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Buy |
154,864
+32,995
| +27% | +$836K | 0.29% | 81 |
|
|
2025
Q1 | $3.08M | Buy |
121,869
+13,645
| +13% | +$345K | 0.25% | 89 |
|
|
2024
Q4 | $2.72M | Sell |
108,224
-474
| -0.4% | -$11.9K | 0.22% | 97 |
|
|
2024
Q3 | $2.77M | Buy |
108,698
+3,834
| +4% | +$97.6K | 0.23% | 102 |
|
|
2024
Q2 | $2.62M | Sell |
104,864
-637
| -0.6% | -$15.9K | 0.27% | 80 |
|
|
2024
Q1 | $2.66M | Sell |
105,501
-4,374
| -4% | -$110K | 0.28% | 84 |
|
|
2023
Q4 | $2.79M | Buy |
109,875
+65,732
| +149% | +$1.67M | 0.31% | 80 |
|
|
2023
Q3 | $1.08M | Buy |
44,143
+790
| +2% | +$19.3K | 0.13% | 140 |
|
|
2023
Q2 | $1.09M | Buy |
43,353
+1,008
| +2% | +$25.3K | 0.14% | 134 |
|
|
2023
Q1 | $1.08M | Sell |
42,345
-67,530
| -61% | -$1.72M | 0.15% | 132 |
|
|
2022
Q4 | $2.79M | Buy |
109,875
+88,071
| +404% | +$2.24M | 0.31% | 80 |
|
|
2022
Q3 | $532K | Buy |
21,804
+383
| +2% | +$9.35K | 0.12% | 152 |
|
|
2022
Q2 | $539K | Buy |
21,421
+5,409
| +34% | +$136K | 0.11% | 159 |
|
|
2022
Q1 | $407K | Buy |
16,012
+3,512
| +28% | +$89.3K | 0.08% | 197 |
|
|
2021
Q4 | $338K | Hold |
12,500
| – | – | 0.06% | 219 |
|
|
2021
Q3 | $338K | Hold |
12,500
| – | – | 0.07% | 211 |
|
|
2021
Q2 | $339K | Hold |
12,500
| – | – | 0.07% | 218 |
|
|
2021
Q1 | $337K | Buy |
+12,500
| New | +$337K | 0.08% | 201 |
|