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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$1.1M Buy
43,590
+10,061
+30% +$253K 0.34% 81
2018
Q4 		$838K Buy
+33,529
New +$837K 0.3% 89

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Sound View Wealth Advisors's IBDL Position: Q1 2019 in Review

Sound View Wealth Advisors increased its iShares iBonds Dec 2020 Term Corporate ETF (IBDL) stake by 30% in Q1 2019, buying an estimated $253K and bringing the position to 43,590 shares worth $1.1M. The position accounts for 0.34% of the portfolio, ranked #81.

Sound View Wealth Advisors first reported a position in IBDL in Q4 2018 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold IBDL as of Q1 2019.

  • Sound View Wealth Advisors held 43,590 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $1.1M as of Q1 2019.
  • Sound View Wealth Advisors bought 10,061 iShares iBonds Dec 2020 Term Corporate ETF shares in Q1 2019, an estimated $253K.
  • iShares iBonds Dec 2020 Term Corporate ETF made up 0.34% of Sound View Wealth Advisors's portfolio in Q1 2019, its #81 holding.
  • Sound View Wealth Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.