Sound View Wealth Advisors Group, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Sound View Wealth Advisors Group, LLC
- $1.2 Billion
- Q1 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 2,082,429 shares of IBDQ stock, worth $52.4 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
2,082,429
Previous 2,024,550
2.86%
Holding current value
$52.4 Million
Previous $50.7 Million
3.27%
% of portfolio
4.35%
Previous 4.13%
Shares
24 transactions
Others Institutions Holding IBDQ
# of Institutions
434Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$182 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA5.06MShares$127 Million1.07% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.7 Million1.48% of portfolio
-
Ubs Group Ag2.89MShares$72.8 Million0.01% of portfolio