SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
112,390
+23,636
| +27% | +$601K | 0.21% | 106 |
|
|
2025
Q1 | $2.24M | Buy |
88,754
+7,835
| +10% | +$198K | 0.18% | 115 |
|
|
2024
Q4 | $2.04M | Sell |
80,919
-62
| -0.1% | -$1.56K | 0.16% | 119 |
|
|
2024
Q3 | $2.08M | Buy |
80,981
+3,873
| +5% | +$99.3K | 0.17% | 124 |
|
|
2024
Q2 | $1.93M | Sell |
77,108
-659
| -0.8% | -$16.5K | 0.2% | 113 |
|
|
2024
Q1 | $1.97M | Sell |
77,767
-3,397
| -4% | -$85.8K | 0.21% | 113 |
|
|
2023
Q4 | $2.08M | Buy |
81,164
+71,107
| +707% | +$1.82M | 0.23% | 105 |
|
|
2023
Q3 | $245K | Buy |
10,057
+706
| +8% | +$17.2K | 0.03% | 317 |
|
|
2023
Q2 | $235K | Buy |
+9,351
| New | +$235K | 0.03% | 321 |
|
|
2023
Q1 | – | Sell |
-81,164
| Closed | -$2.08M | – | 386 |
|
|
2022
Q4 | $2.08M | Buy |
+81,164
| New | +$2.08M | 0.23% | 105 |
|