Sound View Wealth Advisors Group, LLC IBDU holdings history
ISHARES IBONDS DEC 2029 TERM · CUSIP 46436E205 · CIK 1784777
As of 2026-06-30, Sound View Wealth Advisors Group, LLC reported 1.90M IBDU (shares), valued at $43.89M, or 2.72% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 7.28%; reported value increased 6.82%, and weight changed -0.07 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 | 2.72% | 1,895,010 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 2.79% | 1,766,350 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 2.53% | 1,613,448 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 1.67% | 1,037,961 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 1.63% | 944,550 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 1.55% | 817,229 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 1.32% | 716,958 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 1.30% | 676,437 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.17% | 502,849 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 1.06% | 436,591 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 0.81% | 318,723 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 0.81% | 318,723 | $7.35M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.06% | 436,591 | $9.96M | Shares increased 36.98%; reported value increased 35.50%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 1.17% | 502,849 | $11.40M | Shares increased 15.18%; reported value increased 14.42%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 1.30% | 676,437 | $15.90M | Shares increased 34.52%; reported value increased 39.51%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.32% | 716,958 | $16.35M | Shares increased 5.99%; reported value increased 2.79%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 1.55% | 817,229 | $18.90M | Shares increased 13.99%; reported value increased 15.64%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 1.63% | 944,550 | $22.04M | Shares increased 15.58%; reported value increased 16.58%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 1.67% | 1,037,961 | $24.36M | Shares increased 9.89%; reported value increased 10.55%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.53% | 1,613,448 | $37.76M | Shares increased 55.44%; reported value increased 55.01%, and weight changed +0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 2.79% | 1,766,350 | $41.09M | Shares increased 9.48%; reported value increased 8.80%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 2.72% | 1,895,010 | $43.89M | Shares increased 7.28%; reported value increased 6.82%, and weight changed -0.07 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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