SVWA
IBDN

Sound View Wealth Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Sound View Wealth Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$2.56M Buy
102,856
+61,753
+150% +$1.52M 0.8% 35
2018
Q4 		$993K Buy
+41,103
New +$994K 0.36% 79

Other funds holding IBDN

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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

Sound View Wealth Advisors increased its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) stake by 150% in Q1 2019, buying an estimated $1.52M and bringing the position to 102,856 shares worth $2.56M. The position accounts for 0.8% of the portfolio, ranked #35.

Sound View Wealth Advisors first reported a position in IBDN in Q4 2018 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold IBDN as of Q1 2019.

  • Sound View Wealth Advisors held 102,856 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $2.56M as of Q1 2019.
  • Sound View Wealth Advisors bought 61,753 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2019, an estimated $1.52M.
  • iShares iBonds Dec 2022 Term Corporate ETF made up 0.8% of Sound View Wealth Advisors's portfolio in Q1 2019, its #35 holding.
  • Sound View Wealth Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2018 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2019.

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