Sound View Wealth Advisors Group, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1784777 SAVANNAH, GA

Position in IBB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,067,346

+$110,642 QoQ

Shares Held

5,612

-1.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#128

of 294 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 72% Shared 0% None 28%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,067,346	5,612	-1.0%	Shares	Sole	2026-08-11
2026-03-31	$956,704	5,666	-0.8%	Shares	Sole	2026-05-06
2025-12-31	$964,014	5,712	-9.0%	Shares	Sole	2026-01-08
2025-09-30	$906,499	6,279	-1.8%	Shares	Sole	2025-11-10
2025-06-30	$808,778	6,393	-1.2%	Shares	Sole	2025-08-07
2025-03-31	$827,896	6,473	-4.8%	Shares	Sole	2025-05-08
2024-12-31	$898,631	6,797	+5.2%	Shares	Sole	2025-02-07
2024-09-30	$940,867	6,462	+14.5%	Shares	Sole	2024-11-12
2024-06-30	$774,420	5,642	-1.1%	Shares	Sole	2024-08-05
2024-03-31	$782,702	5,704	-13.2%	Shares	Sole	2024-05-09
2023-12-31	$892,670	6,571	+13.8%	Shares	Sole	2024-02-08
2023-09-30	$705,980	5,773	-1.0%	Shares	Sole	2023-11-07
2023-06-30	$740,049	5,829	-2.9%	Shares	Sole	2023-08-08
2023-03-31	$775,605	6,005	-8.6%	Shares	Sole	2023-05-12
2022-12-31	$862,706	6,571	+64.1%	Shares	Sole	2024-02-13
2022-09-30	$468,307	4,004	-0.5%	Shares	Sole	2022-11-08
2022-06-30	$473,225	4,023	+1.6%	Shares	Sole	2022-08-05
2022-03-31	$515,727	3,958	+58.8%	Shares	Sole	2022-05-11
2021-12-31	$380,481	2,493	+0.8%	Shares	Sole	2022-01-20
2021-09-30	$399,996	2,474	+2.3%	Shares	Sole	2021-10-21
2021-06-30	$395,869	2,419	+1.1%	Shares	Sole	2021-07-21
2021-03-31	$360,139	2,392	+22.5%	Shares	Sole	2021-04-28
2020-12-31	$295,708	1,952	-12.9%	Shares	Sole	2021-02-02
2020-09-30	$303,453	2,241	+0.5%	Shares	Sole	2020-11-09
2020-06-30	$304,682	2,229	-3.7%	Shares	Sole	2020-08-07
2020-03-31	$249,418	2,315	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.