SVWAG
Sound View Wealth Advisors Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Sell |
237,830
-210,142
| -47% | -$4.91M | 0.41% | 58 |
|
|
2025
Q1 | $10.5M | Buy |
447,972
+151,114
| +51% | +$3.53M | 0.86% | 30 |
|
|
2024
Q4 | $6.92M | Buy |
296,858
+269,156
| +972% | +$6.28M | 0.56% | 47 |
|
|
2024
Q3 | $649K | Hold |
27,702
| – | – | 0.05% | 229 |
|
|
2024
Q2 | $643K | Hold |
27,702
| – | – | 0.07% | 211 |
|
|
2024
Q1 | $644K | Hold |
27,702
| – | – | 0.07% | 214 |
|
|
2023
Q4 | $645K | Hold |
27,702
| – | – | 0.07% | 211 |
|
|
2023
Q3 | $639K | Hold |
27,702
| – | – | 0.08% | 191 |
|
|
2023
Q2 | $641K | Hold |
27,702
| – | – | 0.08% | 192 |
|
|
2023
Q1 | $652K | Hold |
27,702
| – | – | 0.09% | 188 |
|
|
2022
Q4 | $645K | Buy |
+27,702
| New | +$645K | 0.07% | 211 |
|