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Sound View Wealth Advisors Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Sound View Wealth Advisors Group’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.61M Sell
201,456
-290,413
-59% -$6.64M 0.29% 82
2026
Q1 		$11.3M Sell
491,869
-2,574
-0.5% -$58.9K 0.77% 37
2025
Q4 		$11.3M Buy
494,443
+202,697
+69% +$4.64M 0.76% 35
2025
Q3 		$6.7M Buy
291,746
+50,474
+21% +$1.16M 0.46% 52
2025
Q2 		$5.53M Buy
+241,272
New +$5.52M 0.41% 59

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Sound View Wealth Advisors Group's IBTG Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 59% in Q2 2026, selling an estimated $6.64M and leaving 201,456 shares worth $4.61M. The position accounts for 0.29% of the portfolio, ranked #82.

Sound View Wealth Advisors Group first reported a position in IBTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.3M in Q4 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Sound View Wealth Advisors Group held 201,456 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $4.61M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 290,413 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $6.64M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.29% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #82 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $11.3M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.