SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
77,309
+2,638
| +4% | +$66.6K | 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% | +$4.15K | 0.14% | 130 |
|
|
2024
Q3 | $1.75M | Buy |
68,506
+3,079
| +5% | +$78.5K | 0.14% | 134 |
|
|
2024
Q2 | $1.63M | Buy |
65,427
+1,301
| +2% | +$32.3K | 0.17% | 125 |
|
|
2024
Q1 | $1.62M | Sell |
64,126
-1,923
| -3% | -$48.5K | 0.17% | 126 |
|
|
2023
Q4 | $1.69M | Buy |
+66,049
| New | +$1.69M | 0.19% | 119 |
|
|
2023
Q1 | – | Sell |
-66,049
| Closed | -$1.69M | – | 387 |
|
|
2022
Q4 | $1.69M | Buy |
+66,049
| New | +$1.69M | 0.19% | 119 |
|