SVWAG
Sound View Wealth Advisors Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
50,322
-415
| -0.8% | -$20.2K | 0.18% | 113 |
|
|
2025
Q1 | $2.45M | Sell |
50,737
-3,704
| -7% | -$179K | 0.2% | 103 |
|
|
2024
Q4 | $2.6M | Sell |
54,441
-3,322
| -6% | -$159K | 0.21% | 101 |
|
|
2024
Q3 | $2.81M | Buy |
57,763
+2,121
| +4% | +$103K | 0.23% | 99 |
|
|
2024
Q2 | $2.64M | Sell |
55,642
-16,451
| -23% | -$779K | 0.27% | 79 |
|
|
2024
Q1 | $3.42M | Sell |
72,093
-7,365
| -9% | -$349K | 0.36% | 63 |
|
|
2023
Q4 | $3.78M | Sell |
79,458
-6,189
| -7% | -$294K | 0.42% | 57 |
|
|
2023
Q3 | $3.97M | Buy |
85,647
+7,179
| +9% | +$333K | 0.49% | 51 |
|
|
2023
Q2 | $3.66M | Buy |
78,468
+3,209
| +4% | +$150K | 0.48% | 52 |
|
|
2023
Q1 | $3.55M | Sell |
75,259
-4,199
| -5% | -$198K | 0.49% | 55 |
|
|
2022
Q4 | $3.78M | Buy |
79,458
+30,297
| +62% | +$1.44M | 0.42% | 57 |
|
|
2022
Q3 | $2.27M | Buy |
49,161
+93
| +0.2% | +$4.29K | 0.51% | 52 |
|
|
2022
Q2 | $2.33M | Sell |
49,068
-1,772
| -3% | -$84K | 0.49% | 56 |
|
|
2022
Q1 | $2.46M | Buy |
50,840
+95
| +0.2% | +$4.6K | 0.47% | 55 |
|
|
2021
Q4 | $2.56M | Buy |
50,745
+7,032
| +16% | +$355K | 0.48% | 54 |
|
|
2021
Q3 | $2.23M | Sell |
43,713
-1,577
| -3% | -$80.5K | 0.47% | 54 |
|
|
2021
Q2 | $2.32M | Sell |
45,290
-15,483
| -25% | -$794K | 0.49% | 54 |
|
|
2021
Q1 | $3.12M | Buy |
60,773
+30,744
| +102% | +$1.58M | 0.73% | 40 |
|
|
2020
Q4 | $1.55M | Buy |
30,029
+709
| +2% | +$36.6K | 0.38% | 72 |
|
|
2020
Q3 | $1.51M | Buy |
29,320
+3,027
| +12% | +$156K | 0.4% | 70 |
|
|
2020
Q2 | $1.35M | Buy |
+26,293
| New | +$1.35M | 0.38% | 75 |
|