Sound View Wealth Advisors Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.56M Sell
2025
Q1
$10.5M Buy
2024
Q4
$6.92M Buy
2024
Q3
$649K Hold
2024
Q2
$643K Hold
2024
Q1
$644K Hold
2023
Q4
$645K Hold
2023
Q3
$639K Hold
2023
Q2
$641K Hold
2023
Q1
$652K Hold
2022
Q4
$645K Buy