Sound View Wealth Advisors Group, LLC IBDS Holdings History
Sound View Wealth Advisors Group, LLC's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary
As of 2025-03-31, Sound View Wealth Advisors Group, LLC held 1.16 Mil shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $28.04 Mil. This investment constitutes 2.3% of their stock portfolio, and Sound View Wealth Advisors Group, LLC now holds 0.93% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.
The initial trade took place in 2021Q3. And since then Sound View Wealth Advisors Group, LLC has made 11 purchases of IBDS, at an average price of $24.14, for a total of 1.33 Mil shares. In addition, there have been 4 sales at an average price of $23.42 for 166,638.00 shares. Based on historical transaction data and IBDS's current price of $24.20, Sound View Wealth Advisors Group, LLC's estimated gain on his IBDS holdings is $-56,488.12, reflecting a -0.18% gain to date.
Sound View Wealth Advisors Group, LLC IBDS ($24.20) Holding Chart
Sound View Wealth Advisors Group, LLC IBDS ($24.20) 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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