SVWAG
IBMR icon

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
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 $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return