Sound View Wealth Advisors Group, LLC
Position in IBDW — iShares iBonds Dec 2031 Term Corporate ETF
CIK 1784777
SAVANNAH, GA
All Filings in IBDW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 IBDW | $18,625,533 | 885,244 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 IBDW | $15,987,916 | 770,502 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 IBDW | $14,165,228 | 696,080 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 IBDW | $13,815,387 | 651,055 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IBDW | $10,208,548 | 503,132 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 IBDW | $8,945,872 | 436,597 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 IBDW | $6,979,467 | 336,036 | Shares | Sole | 2024-02-08 | |
| 2022-12-31 IBDW | $6,683,756 | 336,036 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||