SVWA
IBDL

Sound View Wealth Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Sound View Wealth Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$1.1M Buy
43,590
+10,061
+30% +$254K 0.34% 81
2018
Q4 		$838K Buy
+33,529
New +$838K 0.3% 89