Sound View Wealth Advisors Group, LLC IBDX Holdings History
Sound View Wealth Advisors Group, LLC's iShares iBonds Dec 2032 Term Corporate ETF Holding Summary
As of 2025-03-31, Sound View Wealth Advisors Group, LLC held 543,273.00 shares of iShares iBonds Dec 2032 Term Corporate ETF(IBDX), totaling $13.58 Mil. This investment constitutes 1.11% of their stock portfolio, and Sound View Wealth Advisors Group, LLC now holds 1.28% of the outstanding iShares iBonds Dec 2032 Term Corporate ETF(IBDX) stock.
The initial trade took place in 2024Q4. And since then Sound View Wealth Advisors Group, LLC has made 2 purchases of IBDX, at an average price of $24.89, for a total of 543,273.00 shares. Based on historical transaction data and IBDX's current price of $25.10, Sound View Wealth Advisors Group, LLC's estimated gain on his IBDX holdings is $114,839.37, reflecting a 0.85% gain to date.
Sound View Wealth Advisors Group, LLC IBDX ($25.10) Holding Chart
Sound View Wealth Advisors Group, LLC IBDX ($25.10) 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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