ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

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

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

Q4 2025
Shares 1,446,008 Value ($000) $36,808 Avg Close — Range —
Q3 2025
Shares 1,205,249 Value ($000) $30,758 Avg Close — Range —
Q2 2025
Shares 1,100,626 Value ($000) $27,978 Avg Close — Range —
Q1 2025
Shares 952,148 Value ($000) $24,051 Avg Close — Range —
Q4 2024
Shares 863,127 Value ($000) $21,492 Avg Close — Range —
Q3 2024
Shares 806,748 Value ($000) $20,596 Avg Close — Range —
Q2 2024
Shares 645,251 Value ($000) $15,983 Avg Close — Range —
Q1 2024
Shares 607,050 Value ($000) $15,119 Avg Close — Range —
Q4 2023
Shares 612,963 Value ($000) $15,379 Avg Close — Range —
Q3 2023
Shares 614,233 Value ($000) $14,760 Avg Close — Range —
Q2 2023
Shares 388,969 Value ($000) $9,530 Avg Close — Range —
Q1 2023
Shares 59,328 Value ($000) $1,480 Avg Close — Range —
Q4 2022
Shares 612,963 Value ($000) $15,379 Avg Close — Range —