Sound View Wealth Advisors Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.11M	Buy	160,924 +14,946	+10%	+$383K	0.28%	83
2025 Q4	$3.73M	Buy	145,978 +43,083	+42%	+$1.1M	0.25%	87
2025 Q3	$2.64M	Sell	102,895 -9,495	-8%	-$243K	0.18%	117
2025 Q2	$2.86M	Buy	112,390 +23,636	+27%	+$595K	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%	-$1.57K	0.16%	119
2024 Q3	$2.08M	Buy	80,981 +3,873	+5%	+$98.2K	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%	-$86.4K	0.21%	113
2023 Q4	$2.08M	Buy	81,164 +71,107	+707%	+$1.77M	0.23%	105
2023 Q3	$245K	Buy	10,057 +706	+8%	+$17.6K	0.03%	317
2023 Q2	$235K	Buy	+9,351	New	+$237K	0.03%	321
2023 Q1	–	Sell	-81,164	Closed	-$2.08M	–	386
2022 Q4	$2.08M	Buy	+81,164	New	+$2M	0.23%	105

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Sound View Wealth Advisors Group's IBMQ Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 10% in Q1 2026, buying an estimated $383K and bringing the position to 160,924 shares worth $4.11M. The position accounts for 0.28% of the portfolio, ranked #83.

Sound View Wealth Advisors Group first reported a position in IBMQ in Q4 2022 and has held it in 13 quarters since. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

Sound View Wealth Advisors Group held 160,924 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $4.11M as of Q1 2026.
Sound View Wealth Advisors Group bought 14,946 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $383K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.28% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #83 holding.
Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and has held it in 13 quarters since.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.