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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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 +$296K 0.04% 279

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sound View Wealth Advisors Group's IBTD Position: Q4 2023 in Review

Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 11,980 shares — an estimated $297K sold.

Sound View Wealth Advisors Group first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $297K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 11,980 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $297K.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $297K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2023, filed 8 Feb 2024.