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Sound View Wealth Advisors Group’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Buy
77,650
+381
+0.5% +$9.66K 0.12% 139
2026
Q1 		$1.96M Buy
77,269
+3,254
+4% +$83.2K 0.13% 129
2025
Q4 		$1.88M Buy
74,015
+6,275
+9% +$160K 0.13% 129
2025
Q3 		$1.73M Sell
67,740
-9,569
-12% -$243K 0.12% 145
2025
Q2 		$1.95M Buy
77,309
+2,638
+4% +$65.8K 0.14% 134
2025
Q1 		$1.87M Buy
74,671
+5,999
+9% +$150K 0.15% 127
2024
Q4 		$1.72M Buy
68,672
+166
+0.2% +$4.18K 0.14% 130
2024
Q3 		$1.75M Buy
68,506
+3,079
+5% +$77.6K 0.14% 134
2024
Q2 		$1.63M Buy
65,427
+1,301
+2% +$32.4K 0.17% 125
2024
Q1 		$1.62M Sell
64,126
-1,923
-3% -$48.8K 0.17% 126
2023
Q4 		$1.69M Buy
+66,049
New +$1.62M 0.19% 119

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sound View Wealth Advisors Group's IBMR Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 0.49% in Q2 2026, buying an estimated $9.66K and bringing the position to 77,650 shares worth $1.97M. The position accounts for 0.12% of the portfolio, ranked #139.

Sound View Wealth Advisors Group first reported a position in IBMR in Q4 2023 and has held it in 11 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Sound View Wealth Advisors Group held 77,650 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.97M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 381 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $9.66K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.12% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #139 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.