SVWA
IBDM

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

Sound View Wealth Advisors’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$2.48M Buy
100,506
+58,850
+141% +$1.44M 0.78% 38
2018
Q4 		$1.01M Buy
+41,656
New +$1.01M 0.37% 77

Other funds holding IBDM

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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Sound View Wealth Advisors increased its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) stake by 141% in Q1 2019, buying an estimated $1.44M and bringing the position to 100,506 shares worth $2.48M. The position accounts for 0.78% of the portfolio, ranked #38.

Sound View Wealth Advisors first reported a position in IBDM in Q4 2018 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold IBDM as of Q1 2019.

  • Sound View Wealth Advisors held 100,506 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $2.48M as of Q1 2019.
  • Sound View Wealth Advisors bought 58,850 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2019, an estimated $1.44M.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 0.78% of Sound View Wealth Advisors's portfolio in Q1 2019, its #38 holding.
  • Sound View Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2019.

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