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%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$25.04 - $25.18 $6.38 Million - $6.41 Million	-254,672 Reduced 12.23%	1,827,757 $46 Million
Q1 2025 May 08, 2025	BUY	$25.05 - $25.16 $1.45 Million - $1.46 Million	57,879 Added 2.86%	2,082,429 $52.4 Million
Q4 2024 Feb 07, 2025	BUY	$25.0 - $25.11 $10.6 Million - $10.7 Million	425,379 Added 26.6%	2,024,550 $50.7 Million
Q3 2024 Nov 12, 2024	BUY	$24.78 - $25.11 $13.4 Million - $13.6 Million	539,795 Added 50.95%	1,599,171 $40.1 Million
Q2 2024 Aug 05, 2024	BUY	$24.69 - $24.86 $1.34 Million - $1.35 Million	54,193 Added 5.39%	1,059,376 $26.3 Million
Q1 2024 May 09, 2024	BUY	$24.7 - $24.84 $4.09 Million - $4.11 Million	165,610 Added 19.73%	1,005,183 $24.9 Million
Q4 2023 Feb 08, 2024	SELL	$24.29 - $24.76 $1.68 Million - $1.71 Million	-69,055 Reduced 7.6%	839,573 $20.8 Million
Q3 2023 Nov 07, 2023	BUY	$24.29 - $24.48 $3.94 Million - $3.97 Million	162,335 Added 21.75%	908,628 $22.1 Million
Q2 2023 Aug 08, 2023	SELL	$24.34 - $24.65 $18,133 - $18,364	-745 Reduced 0.1%	746,293 $18.2 Million
Q1 2023 May 12, 2023	BUY	$24.13 - $24.64 $6.47 Million - $6.61 Million	268,299 Added 56.04%	747,038 $18.3 Million
Q4 2022 Feb 08, 2023	SELL	$23.87 - $24.49 $56,619 - $58,090	-2,372 Reduced 0.49%	478,739 $11.6 Million
Q3 2022 Nov 08, 2022	BUY	$24.08 - $25.03 $163,647 - $170,103	6,796 Added 1.43%	481,111 $11.6 Million
Q2 2022 Aug 05, 2022	BUY	$24.37 - $25.22 $275,405 - $285,011	11,301 Added 2.44%	474,315 $11.7 Million
Q1 2022 May 11, 2022	BUY	$25.16 - $26.41 $1.39 Million - $1.46 Million	55,422 Added 13.6%	463,014 $11.7 Million
Q4 2021 Jan 20, 2022	BUY	$26.4 - $26.86 $903,434 - $919,176	34,221 Added 9.17%	407,592 $10.8 Million
Q3 2021 Oct 21, 2021	BUY	$26.83 - $27.09 $202,566 - $204,529	7,550 Added 2.06%	373,371 $10 Million
Q2 2021 Jul 21, 2021	BUY	$26.78 - $27.08 $1 Million - $1.01 Million	37,460 Added 11.41%	365,821 $9.87 Million
Q1 2021 Apr 28, 2021	SELL	$26.73 - $27.32 $226,376 - $231,373	-8,469 Reduced 2.51%	328,361 $8.81 Million
Q4 2020 Feb 02, 2021	BUY	$27.03 - $27.37 $258,568 - $261,821	9,566 Added 2.92%	336,830 $9.22 Million
Q3 2020 Nov 09, 2020	BUY	$26.94 - $27.28 $6.78 Million - $6.86 Million	251,621 Added 332.64%	327,264 $8.88 Million
Q2 2020 Aug 07, 2020	SELL	$24.65 - $26.99 $37,936 - $41,537	-1,539 Reduced 1.99%	75,643 $2.04 Million
Q1 2020 May 12, 2020	SELL	$22.67 - $26.73 $39,287 - $46,323	-1,733 Reduced 2.2%	77,182 $1.93 Million
Q4 2019 Jan 27, 2020	BUY	$25.74 - $26.03 $546,099 - $552,252	21,216 Added 36.77%	78,915 $2.05 Million
Q3 2019 Nov 07, 2019	BUY	$25.42 - $26.02 $318,309 - $325,822	12,522 Added 27.72%	57,699 $1.49 Million
Q2 2019 Aug 07, 2019	BUY	$24.71 - $25.61 $1.12 Million - $1.16 Million	45,177 New	45,177 $1.16 Million

Others Institutions Holding IBDQ

# of Institutions

427

Shares Held

94.4M

Call Options Held

Put Options Held

View Full List

About ISHARES IBONDS DEC 2025 TERM C

Ticker IBDQ
Sector ETFs
Industry ETFs

More about IBDQ

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 Ibonds Dec 2025 Term C Transaction History