Sound View Wealth Advisors Group, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
- Q2 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 1,827,757 shares of IBDQ stock, worth $46 Million. This represents 3.44% of its overall portfolio holdings.
Number of Shares
1,827,757
Previous 2,082,429
12.23%
Holding current value
$46 Million
Previous $52.4 Million
12.13%
% of portfolio
3.44%
Previous 4.35%
Shares
25 transactions
Others Institutions Holding IBDQ
# of Institutions
428Shares Held
94.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio