Sound View Wealth Advisors Group, LLC IBTF Holdings History
Sound View Wealth Advisors Group, LLC's iShares iBonds Dec 2025 Term Treasury ETF Holding Summary
As of 2025-03-31, Sound View Wealth Advisors Group, LLC held 447,972.00 shares of iShares iBonds Dec 2025 Term Treasury ETF(IBTF), totaling $10.47 Mil. This investment constitutes 0.86% of their stock portfolio, and Sound View Wealth Advisors Group, LLC now holds 0.49% of the outstanding iShares iBonds Dec 2025 Term Treasury ETF(IBTF) stock.
The initial trade took place in 2022Q4. And since then Sound View Wealth Advisors Group, LLC has made 3 purchases of IBTF, at an average price of $23.32, for a total of 447,972.00 shares. Based on historical transaction data and IBTF's current price of $23.34, Sound View Wealth Advisors Group, LLC's estimated gain on his IBTF holdings is $4,805.38, reflecting a 0.05% gain to date.
Sound View Wealth Advisors Group, LLC IBTF ($23.34) Holding Chart
Sound View Wealth Advisors Group, LLC IBTF ($23.34) 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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