SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares iBonds Dec 2025 Term Corporate ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$11.60M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-2.31%
quarter
iShares iBonds Dec 2025 Term Corporate ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +1.43% | 6.79K shares | -107K | $24.13 | 481.11K |
Q2 2022 | share | Increase | +2.44% | 11.30K shares | 25K | $24.7 | 474.31K |
Q1 2022 | share | Increase | +13.60% | 55.42K shares | 922K | $25.25 | 463.01K |
Q4 2021 | share | Increase | +9.17% | 34.22K shares | 746K | $26.45 | 407.59K |
Q3 2021 | share | Increase | +2.06% | 7.55K shares | 149K | $26.68 | 373.37K |
Q2 2021 | share | Increase | +11.41% | 37.46K shares | 1.06M | $26.7 | 365.82K |
Q1 2021 | share | Decrease | -2.51% | -8.46K shares | -409K | $26.42 | 328.36K |
Q4 2020 | share | Increase | +2.92% | 9.56K shares | 340K | $26.86 | 336.83K |
Q3 2020 | share | Increase | +332.64% | 251.62K shares | 6.83M | $26.41 | 327.26K |
Q2 2020 | share | Decrease | -1.99% | -1.53K shares | 114K | $26.11 | 75.64K |
Q1 2020 | share | Decrease | -2.20% | -1.73K shares | -120K | $23.99 | 77.18K |
Q4 2019 | share | Increase | +36.77% | 21.21K shares | 554K | $24.81 | 78.91K |
Q3 2019 | share | Increase | +27.72% | 12.52K shares | 336K | $24.5 | 57.69K |
Q2 2019 | share | Increase | 0.00% | 45.17K shares | 1.15M | $24.04 | 45.17K |