Sound View Wealth Advisors Group, LLC IBDR holdings history
ISHARES IBONDS DEC 2026 TERM · CUSIP 46435GAA0 · CIK 1784777
As of 2026-06-30, Sound View Wealth Advisors Group, LLC reported 1.47M IBDR (shares), valued at $35.68M, or 2.21% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 25.68%; reported value decreased 25.71%, and weight changed -1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.21% | 1,472,485 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 3.27% | 1,981,257 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 3.27% | 2,013,302 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 3.01% | 1,802,697 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 3.07% | 1,710,809 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 2.80% | 1,409,703 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 2.53% | 1,307,356 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 2.38% | 1,198,154 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 2.32% | 942,940 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 2.23% | 878,432 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 2.37% | 898,634 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 2.93% | 1,009,298 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.93% | 1,009,298 | $23.55M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 2.37% | 898,634 | $21.48M | Shares decreased 10.96%; reported value decreased 8.81%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 2.23% | 878,432 | $20.95M | Shares decreased 2.25%; reported value decreased 2.45%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 2.32% | 942,940 | $22.46M | Shares increased 7.34%; reported value increased 7.21%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 2.38% | 1,198,154 | $29.12M | Shares increased 27.07%; reported value increased 29.63%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 2.53% | 1,307,356 | $31.47M | Shares increased 9.11%; reported value increased 8.08%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 2.80% | 1,409,703 | $34.13M | Shares increased 7.83%; reported value increased 8.46%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 3.07% | 1,710,809 | $41.49M | Shares increased 21.36%; reported value increased 21.56%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 3.01% | 1,802,697 | $43.81M | Shares increased 5.37%; reported value increased 5.59%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 3.27% | 2,013,302 | $48.78M | Shares increased 11.68%; reported value increased 11.36%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 3.27% | 1,981,257 | $48.03M | Shares decreased 1.59%; reported value decreased 1.55%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 2.21% | 1,472,485 | $35.68M | Shares decreased 25.68%; reported value decreased 25.71%, and weight changed -1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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