SVWAG
IBTD

Sound View Wealth Advisors Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBTD Stock Details IBTD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,980
Closed -$297K – 397
2023
Q3 		$297K Hold
11,980
– – 0.04% 288
2023
Q2 		$297K Hold
11,980
– – 0.04% 288
2023
Q1 		$297K Buy
+11,980
New +$297K 0.04% 279