SVWA
IBDP

Sound View Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Sound View Wealth Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$1.85M Buy
74,190
+45,802
+161% +$1.12M 0.58% 55
2018
Q4 		$678K Buy
+28,388
New +$677K 0.25% 110

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Sound View Wealth Advisors increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 161% in Q1 2019, buying an estimated $1.12M and bringing the position to 74,190 shares worth $1.85M. The position accounts for 0.58% of the portfolio, ranked #55.

Sound View Wealth Advisors first reported a position in IBDP in Q4 2018 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold IBDP as of Q1 2019.

  • Sound View Wealth Advisors held 74,190 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $1.85M as of Q1 2019.
  • Sound View Wealth Advisors bought 45,802 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2019, an estimated $1.12M.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.58% of Sound View Wealth Advisors's portfolio in Q1 2019, its #55 holding.
  • Sound View Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2018 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2019.

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