Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 145,721 shares of IBMP stock, worth $3.7 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

145,721

Previous 154,864 5.9%

Holding current value

$3.7 Million

Previous $3.93 Million 5.43%

% of portfolio

0.26%

Previous 0.29%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$25.3 - $25.56 $231,317 - $233,695	-9,143 Reduced 5.9%	145,721 $3.71 Million
Q2 2025 Aug 07, 2025	BUY	$24.98 - $25.35 $824,215 - $836,423	32,995 Added 27.07%	154,864 $3.93 Million
Q1 2025 May 08, 2025	BUY	$25.1 - $25.34 $342,489 - $345,764	13,645 Added 12.61%	121,869 $3.08 Million
Q4 2024 Feb 07, 2025	SELL	$25.08 - $25.43 $11,887 - $12,053	-474 Reduced 0.44%	108,224 $2.72 Million
Q3 2024 Nov 12, 2024	BUY	$24.92 - $25.47 $95,543 - $97,651	3,834 Added 3.66%	108,698 $2.77 Million
Q2 2024 Aug 05, 2024	SELL	$24.83 - $25.08 $15,816 - $15,975	-637 Reduced 0.6%	104,864 $2.62 Million
Q1 2024 May 09, 2024	SELL	$25.17 - $25.41 $110,093 - $111,143	-4,374 Reduced 3.98%	105,501 $2.66 Million
Q4 2023 Feb 08, 2024	BUY	$24.36 - $25.42 $1.6 Million - $1.67 Million	65,732 Added 148.91%	109,875 $2.79 Million
Q3 2023 Nov 07, 2023	BUY	$24.48 - $25.15 $19,339 - $19,868	790 Added 1.82%	44,143 $1.08 Million
Q2 2023 Aug 08, 2023	BUY	$24.82 - $25.61 $25,018 - $25,814	1,008 Added 2.38%	43,353 $1.09 Million
Q1 2023 May 12, 2023	BUY	$24.89 - $25.65 $532,695 - $548,961	21,402 Added 102.19%	42,345 $1.08 Million
Q4 2022 Feb 08, 2023	SELL	$24.29 - $25.21 $20,913 - $21,705	-861 Reduced 3.95%	20,943 $525,000
Q3 2022 Nov 08, 2022	BUY	$24.39 - $25.71 $9,341 - $9,846	383 Added 1.79%	21,804 $532,000
Q2 2022 Aug 05, 2022	BUY	$24.68 - $25.42 $133,494 - $137,496	5,409 Added 33.78%	21,421 $539,000
Q1 2022 May 11, 2022	BUY	$25.38 - $27.0 $89,134 - $94,824	3,512 Added 28.1%	16,012 $407,000
Q1 2021 Apr 28, 2021	BUY	$26.83 - $27.45 $335,375 - $343,125	12,500 New	12,500 $337,000

Others Institutions Holding IBMP

# of Institutions

190

Shares Held

20.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMP
Sector ETFs
Industry ETFs

More about IBMP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds December 202 Transaction History