Sound Financial Strategies Group, LLC Closed Holding Positions

Sound Financial Strategies Group, LLC

  • $106 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q1 2021 Filed on May 07, 2021
396
$52.55 - $54.49 $20.8K - $21.6K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 22, 2021
3,746
$85.17 - $122.81 $319K - $460K
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2020 Filed on Jan 22, 2021
2,674
$123.97 - $151.18 $331K - $404K
Federal Rlty Invt Tr
Q4 2020 Filed on Jan 22, 2021
10,002
N/A
DG
Dollar General Corp

Consumer Defensive
Q4 2020 Filed on Jan 22, 2021
2,165
$205.87 - $223.0 $446K - $483K
CCI
Crown Castle International Corp

Real Estate
Q4 2020 Filed on Jan 22, 2021
2,229
$152.46 - $170.8 $340K - $381K
COST
Costco Wholesale Corp

Consumer Defensive
Q4 2020 Filed on Jan 22, 2021
1,133
$355.01 - $391.77 $402K - $444K
AMT
American Tower Corp

Real Estate
Q4 2020 Filed on Jan 22, 2021
1,456
$216.72 - $246.38 $316K - $359K
SYK
Stryker Corp

Healthcare
Q4 2020 Filed on Jan 22, 2021
1,961
$202.01 - $245.04 $396K - $481K
UNP
Union Pacific Corp

Industrials
Q4 2020 Filed on Jan 22, 2021
2,316
$173.37 - $209.85 $402K - $486K
VFC
V F Corp

Consumer Cyclical
Q4 2020 Filed on Jan 22, 2021
12,723
$67.2 - $89.26 $855K - $1.14M
A
Agilent Technologies, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
4,504
$100.01 - $119.3 $450K - $537K
ZTS
Zoetis Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
2,838
$157.07 - $174.35 $446K - $495K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q4 2020 Filed on Jan 22, 2021
1,400
$42.4 - $51.91 $59.4K - $72.7K
CSB
Victory Portf Ii Shs Us Small

ETFs
Q4 2020 Filed on Jan 22, 2021
118
$37.9 - $50.29 $4.47K - $5.93K
SUB
Ishares Short Term National Mu

ETFs
Q4 2020 Filed on Jan 22, 2021
451
$107.6 - $108.11 $48.5K - $48.8K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q4 2020 Filed on Jan 22, 2021
49,863
$74.0 - $77.04 $3.69M - $3.84M
Kraneshares Tr
Q3 2020 Filed on Oct 19, 2020
909,003
N/A
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q1 2020 Filed on May 08, 2020
19,463
$72.27 - $115.5 $1.41M - $2.25M
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q1 2020 Filed on May 08, 2020
10,813
$139.82 - $212.0 $1.51M - $2.29M
EWRE
Invesco S&P 500 Equal Weight R

ETFs
Q1 2020 Filed on May 08, 2020
64,537
$19.02 - $33.51 $1.23M - $2.16M
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2020 Filed on May 08, 2020
14,150
N/A
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q1 2020 Filed on May 08, 2020
43,061
$26.3 - $48.11 $1.13M - $2.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2020 Filed on May 08, 2020
3,200
$83.77 - $92.22 $268K - $295K
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