Sound View Wealth Advisors Group, LLC
Position in IBMO — iShares iBonds Dec 2026 Term Muni Bond ETF
CIK 1784777
SAVANNAH, GA
All Filings in IBMO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 IBMO | $3,621,049 | 141,144 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IBMO | $3,436,455 | 135,721 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 IBMO | $2,991,021 | 117,989 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 IBMO | $3,161,578 | 123,930 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 IBMO | $1,475,723 | 59,481 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 IBMO | $1,422,821 | 56,506 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 IBMO | $1,421,178 | 55,667 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 IBMO | $3,124,275 | 123,930 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 IBMO | $866,040 | 35,162 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 IBMO | $929,420 | 36,678 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 IBMO | $798,808 | 31,316 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 IBMO | $730,435 | 27,179 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 IBMO | $798,430 | 29,698 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 IBMO | $368,694 | 13,668 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 IBMO | $335,312 | 12,500 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||