Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Sound View Wealth Advisors Group, LLC

$1.47 Billion
Q4 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,013,302 shares of IBDR stock, worth $47.8 Million. This represents 3.26% of its overall portfolio holdings.

Number of Shares

2,013,302

Previous 1,802,697 11.68%

Holding current value

$47.8 Million

Previous $42.8 Million 11.68%

% of portfolio

3.26%

Previous 2.99%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	N/A	210,605 Added 11.68%	2,013,302 $47.8 Million
Q3 2025 Nov 10, 2025	BUY	N/A	91,888 Added 5.37%	1,802,697 $42.8 Million
Q2 2025 Aug 07, 2025	BUY	N/A	301,106 Added 21.36%	1,710,809 $40.6 Million
Q1 2025 May 08, 2025	BUY	N/A	102,347 Added 7.83%	1,409,703 $33.5 Million
Q4 2024 Feb 07, 2025	BUY	N/A	109,202 Added 9.11%	1,307,356 $31 Million

Q3 2024 Nov 12, 2024	BUY	$23.75 - $23.75 $6.06 Million - $6.06 Million	255,214 Added 27.07%	1,198,154 $28.5 Million
Q2 2024 Aug 05, 2024	BUY	$23.65 - $23.82 $1.53 Million - $1.54 Million	64,508 Added 7.34%	942,940 $22.5 Million
Q1 2024 May 09, 2024	SELL	$23.76 - $23.98 $479,999 - $484,443	-20,202 Reduced 2.25%	878,432 $21 Million
Q4 2023 Feb 08, 2024	SELL	$23.15 - $23.9 $2.56 Million - $2.64 Million	-110,664 Reduced 10.96%	898,634 $21.5 Million
Q3 2023 Nov 07, 2023	BUY	$23.28 - $23.6 $3.94 Million - $3.99 Million	169,076 Added 20.12%	1,009,298 $23.5 Million
Q2 2023 Aug 08, 2023	BUY	$23.42 - $23.83 $741,922 - $754,910	31,679 Added 3.92%	840,222 $19.7 Million
Q1 2023 May 12, 2023	BUY	$23.14 - $23.86 $6.46 Million - $6.66 Million	278,991 Added 52.68%	808,543 $19.2 Million
Q4 2022 Feb 08, 2023	SELL	$22.9 - $23.61 $20,839 - $21,485	-910 Reduced 0.17%	529,552 $12.4 Million
Q3 2022 Nov 08, 2022	BUY	$23.21 - $24.34 $124,243 - $130,292	5,353 Added 1.02%	530,462 $12.3 Million
Q2 2022 Aug 05, 2022	BUY	$23.33 - $24.57 $42,647 - $44,913	1,828 Added 0.35%	525,109 $12.5 Million
Q1 2022 May 11, 2022	BUY	$24.49 - $26.0 $1.41 Million - $1.5 Million	57,531 Added 12.35%	523,281 $12.9 Million
Q4 2021 Jan 20, 2022	BUY	$25.98 - $26.52 $690,730 - $705,087	26,587 Added 6.05%	465,750 $12.1 Million
Q3 2021 Oct 21, 2021	BUY	$26.47 - $26.76 $3.8 Million - $3.85 Million	143,687 Added 48.63%	439,163 $11.6 Million
Q2 2021 Jul 21, 2021	BUY	$26.28 - $26.69 $6.95 Million - $7.06 Million	264,533 Added 854.9%	295,476 $7.86 Million
Q1 2021 Apr 28, 2021	BUY	$26.27 - $27.07 $43,345 - $44,665	1,650 Added 5.63%	30,943 $816,000
Q4 2020 Feb 02, 2021	SELL	$26.72 - $27.1 $2,591 - $2,628	-97 Reduced 0.33%	29,293 $794,000
Q3 2020 Nov 09, 2020	SELL	$26.64 - $27.04 $5,274 - $5,353	-198 Reduced 0.67%	29,390 $788,000
Q2 2020 Aug 07, 2020	SELL	$24.19 - $26.75 $5,128 - $5,671	-212 Reduced 0.71%	29,588 $789,000
Q1 2020 May 12, 2020	BUY	$22.21 - $26.46 $36,157 - $43,076	1,628 Added 5.78%	29,800 $732,000
Q4 2019 Jan 27, 2020	BUY	$25.21 - $25.58 $131,192 - $133,118	5,204 Added 22.66%	28,172 $720,000
Q3 2019 Nov 07, 2019	BUY	$24.85 - $25.68 $264,404 - $273,235	10,640 Added 86.31%	22,968 $585,000
Q2 2019 Aug 07, 2019	BUY	$24.06 - $25.06 $296,611 - $308,939	12,328 New	12,328 $309,000

Others Institutions Holding IBDR

# of Institutions

467

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History