ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 215,536 Value ($000) $5,526 Avg Close Range
Q3 2025
Shares 168,784 Value ($000) $4,331 Avg Close Range
Q2 2025
Shares 205,621 Value ($000) $5,269 Avg Close Range
Q1 2025
Shares 157,368 Value ($000) $4,022 Avg Close Range
Q4 2024
Shares 140,526 Value ($000) $3,578 Avg Close Range
Q3 2024
Shares 141,144 Value ($000) $3,621 Avg Close Range
Q2 2024
Shares 135,721 Value ($000) $3,436 Avg Close Range
Q1 2024
Shares 117,989 Value ($000) $2,991 Avg Close Range
Q4 2023
Shares 123,930 Value ($000) $3,162 Avg Close Range
Q3 2023
Shares 59,481 Value ($000) $1,476 Avg Close Range
Q2 2023
Shares 56,506 Value ($000) $1,423 Avg Close Range
Q1 2023
Shares 55,667 Value ($000) $1,421 Avg Close Range
Q4 2022
Shares 123,930 Value ($000) $3,162 Avg Close Range
Q3 2022
Shares 35,162 Value ($000) $866 Avg Close Range
Q2 2022
Shares 36,678 Value ($000) $929 Avg Close Range
Q1 2022
Shares 31,316 Value ($000) $799 Avg Close Range
Q4 2021
Shares 27,179 Value ($000) $730 Avg Close Range
Q3 2021
Shares 29,698 Value ($000) $798 Avg Close Range
Q2 2021
Shares 13,668 Value ($000) $369 Avg Close Range
Q1 2021
Shares 12,500 Value ($000) $335 Avg Close Range