Sound View Wealth Advisors Group, LLC
Position in IBMP — iShares iBonds Dec 2027 Term Muni Bond ETF
CIK 1784777
SAVANNAH, GA
All Filings in IBMP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 IBMP | $3,712,242 | 145,721 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 IBMP | $3,925,802 | 154,864 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 IBMP | $3,080,848 | 121,869 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 IBMP | $2,720,751 | 108,224 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 IBMP | $2,766,364 | 108,698 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IBMP | $2,622,648 | 104,864 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 IBMP | $2,655,460 | 105,501 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 IBMP | $2,792,473 | 109,875 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 IBMP | $1,080,620 | 44,143 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 IBMP | $1,086,642 | 43,353 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 IBMP | $1,078,103 | 42,345 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 IBMP | $2,755,115 | 109,875 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 IBMP | $531,799 | 21,804 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 IBMP | $539,166 | 21,421 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 IBMP | $407,169 | 16,012 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 IBMP | $338,000 | 12,500 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 IBMP | $337,625 | 12,500 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 IBMP | $339,287 | 12,500 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 IBMP | $336,750 | 12,500 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||