SVWA
IBDM

Sound View Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$2.49M Buy
100,506
+58,850
+141% +$1.46M 0.78% 38
2018
Q4
$1.02M Buy
+41,656
New +$1.02M 0.37% 77