SVWA
IBDO

Sound View Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Sound View Wealth Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$3.84M Buy
153,552
+111,328
+264% +$2.74M 1.2% 19
2018
Q4 		$1.02M Buy
+42,224
New +$1.02M 0.37% 76

Other funds holding IBDO

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Sound View Wealth Advisors increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 264% in Q1 2019, buying an estimated $2.74M and bringing the position to 153,552 shares worth $3.84M. The position accounts for 1.2% of the portfolio, ranked #19.

Sound View Wealth Advisors first reported a position in IBDO in Q4 2018 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold IBDO as of Q1 2019.

  • Sound View Wealth Advisors held 153,552 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $3.84M as of Q1 2019.
  • Sound View Wealth Advisors bought 111,328 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2019, an estimated $2.74M.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 1.2% of Sound View Wealth Advisors's portfolio in Q1 2019, its #19 holding.
  • Sound View Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2018 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2019.

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