Sound View Wealth Advisors Group, LLC IBDS holdings history
ISHRS IBNDS DEC 27 CORP ETF · CUSIP 46435UAA9 · CIK 1784777
As of 2026-06-30, Sound View Wealth Advisors Group, LLC reported 2.15M IBDS (shares), valued at $52.09M, or 3.23% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 4.96%; reported value increased 4.87%, and weight changed -0.15 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 | 3.23% | 2,150,618 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 3.38% | 2,048,974 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 3.23% | 1,982,691 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 2.44% | 1,460,296 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 2.37% | 1,319,610 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 2.30% | 1,159,837 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 2.01% | 1,043,419 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 1.91% | 961,816 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.87% | 764,678 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 1.88% | 742,378 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 1.97% | 746,143 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 2.28% | 792,955 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.28% | 792,955 | $18.35M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 1.97% | 746,143 | $17.86M | Shares decreased 5.90%; reported value decreased 2.69%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.88% | 742,378 | $17.67M | Shares decreased 0.50%; reported value decreased 1.05%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 1.87% | 764,678 | $18.15M | Shares increased 3.00%; reported value increased 2.70%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 1.91% | 961,816 | $23.44M | Shares increased 25.78%; reported value increased 29.17%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 2.01% | 1,043,419 | $25.00M | Shares increased 8.48%; reported value increased 6.66%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 2.30% | 1,159,837 | $28.04M | Shares increased 11.16%; reported value increased 12.18%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 2.37% | 1,319,610 | $32.03M | Shares increased 13.78%; reported value increased 14.20%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 2.44% | 1,460,296 | $35.54M | Shares increased 10.66%; reported value increased 10.98%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 3.23% | 1,982,691 | $48.14M | Shares increased 35.77%; reported value increased 35.44%, and weight changed +0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 3.38% | 2,048,974 | $49.67M | Shares increased 3.34%; reported value increased 3.17%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 3.23% | 2,150,618 | $52.09M | Shares increased 4.96%; reported value increased 4.87%, and weight changed -0.15 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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