SVWAG
IBTE
Sound View Wealth Advisors Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-424,207
| Closed | -$10.2M | – | 423 |
|
|
2024
Q3 | $10.2M | Buy |
424,207
+53,512
| +14% | +$1.28M | 0.83% | 33 |
|
|
2024
Q2 | $8.89M | Buy |
370,695
+23,824
| +7% | +$571K | 0.92% | 30 |
|
|
2024
Q1 | $8.3M | Buy |
346,871
+7,397
| +2% | +$177K | 0.89% | 31 |
|
|
2023
Q4 | $8.1M | Buy |
339,474
+56,573
| +20% | +$1.35M | 0.89% | 28 |
|
|
2023
Q3 | $6.74M | Buy |
282,901
+81,023
| +40% | +$1.93M | 0.84% | 32 |
|
|
2023
Q2 | $4.8M | Buy |
201,878
+49,855
| +33% | +$1.19M | 0.63% | 42 |
|
|
2023
Q1 | $3.65M | Sell |
152,023
-187,451
| -55% | -$4.5M | 0.5% | 52 |
|
|
2022
Q4 | $8.1M | Buy |
+339,474
| New | +$8.1M | 0.89% | 28 |
|