Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 856,087 shares of IBDX stock, worth $21.8 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

856,087

Previous 722,066 18.56%

Holding current value

$21.8 Million

Previous $18.5 Million 17.82%

% of portfolio

1.49%

Previous 1.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$25.43 - $25.82 $3.41 Million - $3.46 Million	134,021 Added 18.56%	856,087 $21.8 Million
Q3 2025 Nov 10, 2025	BUY	$24.97 - $25.78 $1.62 Million - $1.67 Million	64,927 Added 9.88%	722,066 $18.5 Million
Q2 2025 Aug 07, 2025	BUY	$24.31 - $25.29 $2.77 Million - $2.88 Million	113,866 Added 20.96%	657,139 $16.6 Million
Q1 2025 May 08, 2025	BUY	$24.21 - $25.09 $5.91 Million - $6.13 Million	244,240 Added 81.68%	543,273 $13.6 Million
Q4 2024 Feb 07, 2025	BUY	$24.5 - $25.72 $7.33 Million - $7.69 Million	299,033 New	299,033 $7.35 Million

Others Institutions Holding IBDX

# of Institutions

189

Shares Held

43M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2032 TER

Ticker IBDX
Sector ETFs
Industry ETFs

More about IBDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History