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Sound View Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Sound View Wealth Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$204K Buy
+8,412
New +$199K 0.06% 239

Other funds holding IBDR

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sound View Wealth Advisors opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2019: 8,412 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #239 among its holdings.

59 funds tracked by Wall St. Rank hold IBDR as of Q1 2019.

  • Sound View Wealth Advisors held 8,412 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $204K as of Q1 2019.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new Sound View Wealth Advisors position in Q1 2019.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.06% of Sound View Wealth Advisors's portfolio in Q1 2019, its #239 holding.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2019.

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