Sound View Wealth Advisors Group, LLC IBDU Holdings History
Sound View Wealth Advisors Group, LLC's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary
As of 2025-03-31, Sound View Wealth Advisors Group, LLC held 817,229.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $18.90 Mil. This investment constitutes 1.55% of their stock portfolio, and Sound View Wealth Advisors Group, LLC now holds 0.74% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.
The initial trade took place in 2022Q4. And since then Sound View Wealth Advisors Group, LLC has made 7 purchases of IBDU, at an average price of $22.47, for a total of 1.14 Mil shares. In addition, there have been 1 sales at an average price of $22.60 for 318,723.00 shares. Based on historical transaction data and IBDU's current price of $23.23, Sound View Wealth Advisors Group, LLC's estimated gain on his IBDU holdings is $662,289.36, reflecting a 2.59% gain to date.
Sound View Wealth Advisors Group, LLC IBDU ($23.23) Holding Chart
Sound View Wealth Advisors Group, LLC IBDU ($23.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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