Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2029 Ter 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 Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 817,229 shares of IBDU stock, worth $19 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

817,229

Previous 716,958 13.99%

Holding current value

$19 Million

Previous $16.3 Million 15.64%

% of portfolio

1.57%

Previous 1.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$22.61 - $23.14 $2.27 Million - $2.32 Million	100,271 Added 13.99%	817,229 $18.9 Million
Q4 2024 Feb 07, 2025	BUY	$22.71 - $23.47 $920,231 - $951,027	40,521 Added 5.99%	716,958 $16.3 Million
Q3 2024 Nov 12, 2024	BUY	$22.51 - $23.57 $3.91 Million - $4.09 Million	173,588 Added 34.52%	676,437 $15.9 Million
Q2 2024 Aug 05, 2024	BUY	$22.29 - $22.77 $1.48 Million - $1.51 Million	66,258 Added 15.18%	502,849 $11.4 Million
Q1 2024 May 09, 2024	BUY	$22.61 - $23.1 $2.66 Million - $2.72 Million	117,868 Added 36.98%	436,591 $9.96 Million
Q4 2023 Feb 08, 2024	BUY	$21.44 - $23.11 $6.83 Million - $7.37 Million	318,723 New	318,723 $7.35 Million

Others Institutions Holding IBDU

# of Institutions

295

Shares Held

89.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History