SVWAG
IBMS

Sound View Wealth Advisors Group’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBMS Stock Details IBMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$776K Buy
30,244
+3,033
+11% +$77.8K 0.06% 217
2025
Q1 		$691K Buy
27,211
+6,566
+32% +$167K 0.06% 220
2024
Q4 		$524K Buy
+20,645
New +$524K 0.04% 255