SVWA
IBDQ

Sound View Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Sound View Wealth Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$668K Buy
26,872
+18,162
+209% +$442K 0.21% 114
2018
Q4 		$206K Buy
+8,710
New +$206K 0.07% 218

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 IBDQ Position: Q1 2019 in Review

Sound View Wealth Advisors increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 209% in Q1 2019, buying an estimated $442K and bringing the position to 26,872 shares worth $668K. The position accounts for 0.21% of the portfolio, ranked #114.

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

  • Sound View Wealth Advisors held 26,872 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $668K as of Q1 2019.
  • Sound View Wealth Advisors bought 18,162 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2019, an estimated $442K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.21% of Sound View Wealth Advisors's portfolio in Q1 2019, its #114 holding.
  • Sound View Wealth Advisors first reported a position in iShares iBonds Dec 2025 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 2025 Term Corporate ETF as of Q1 2019.

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