Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Sound View Wealth Advisors Group, LLC
- $1.43 Billion
- Q3 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 191,032 shares of IBTF stock, worth $4.45 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
191,032
Previous 237,830
19.68%
Holding current value
$4.45 Million
Previous $5.56 Million
19.64%
% of portfolio
0.31%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding IBTF
# of Institutions
331Shares Held
67MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Morgan Stanley New York, NY3.64MShares$84.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.61MShares$84.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.98MShares$69.5 Million0.02% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio