SVWAG
IBTE

Sound View Wealth Advisors Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% +$570K 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% -$4.48M 0.5% 52
2022
Q4 		$8.1M Buy
+339,474
New +$8.1M 0.89% 28

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Sound View Wealth Advisors Group's IBTE Position: Q4 2024 in Review

Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 424,207 shares — an estimated $10.2M sold.

Sound View Wealth Advisors Group first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $10.2M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 424,207 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $10.2M.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $10.2M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2024, filed 7 Feb 2025.