Sound View Wealth Advisors Group, LLC IBDT Holdings History
Sound View Wealth Advisors Group, LLC's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-03-31, Sound View Wealth Advisors Group, LLC held 952,148.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $24.05 Mil. This investment constitutes 1.97% of their stock portfolio, and Sound View Wealth Advisors Group, LLC now holds 0.86% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2022Q4. And since then Sound View Wealth Advisors Group, LLC has made 7 purchases of IBDT, at an average price of $24.45, for a total of 1.51 Mil shares. In addition, there have been 3 sales at an average price of $24.46 for 560,818.00 shares. Based on historical transaction data and IBDT's current price of $25.34, Sound View Wealth Advisors Group, LLC's estimated gain on his IBDT holdings is $856,927.43, reflecting a 2.32% gain to date.
Sound View Wealth Advisors Group, LLC IBDT ($25.34) Holding Chart
Sound View Wealth Advisors Group, LLC IBDT ($25.34) 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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