Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 1,613,448 shares of IBDU stock, worth $37.7 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
1,613,448
Previous 1,037,961 55.44%
Holding current value
$37.7 Million
Previous $24.4 Million 54.72%
% of portfolio
2.57%
Previous 1.7%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$23.35 - $23.55 $13.4 Million - $13.6 Million
575,487 Added 55.44%
1,613,448 $37.7 Million
Q3 2025

Nov 10, 2025
BUY
$23.13 - $23.54 $2.16 Million - $2.2 Million
93,411 Added 9.89%
1,037,961 $24.4 Million
Q2 2025

Aug 07, 2025
BUY
$22.7 - $23.33 $2.89 Million - $2.97 Million
127,321 Added 15.58%
944,550 $22 Million
Q1 2025

May 08, 2025
BUY
$22.61 - $23.14 $2.27 Million - $2.32 Million
100,271 Added 13.99%
817,229 $18.9 Million
Q4 2024

Feb 07, 2025
BUY
$22.71 - $23.47 $920,231 - $951,027
40,521 Added 5.99%
716,958 $16.3 Million
Q3 2024

Nov 12, 2024
BUY
$22.51 - $23.57 $3.91 Million - $4.09 Million
173,588 Added 34.52%
676,437 $15.9 Million
Q2 2024

Aug 05, 2024
BUY
$22.29 - $22.77 $1.48 Million - $1.51 Million
66,258 Added 15.18%
502,849 $11.4 Million
Q1 2024

May 09, 2024
BUY
$22.61 - $23.1 $2.66 Million - $2.72 Million
117,868 Added 36.98%
436,591 $9.96 Million
Q4 2023

Feb 08, 2024
BUY
$21.44 - $23.11 $6.83 Million - $7.37 Million
318,723 New
318,723 $7.35 Million

Others Institutions Holding IBDU

# of Institutions
350
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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