ISHARES TR

Ticker: IBMR CUSIP: 46436E163 Class: IBONDS DEC 2029

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

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

Q4 2025
Shares 74,015 Value ($000) $1,882 Avg Close Range
Q3 2025
Shares 67,740 Value ($000) $1,729 Avg Close Range
Q2 2025
Shares 77,309 Value ($000) $1,951 Avg Close Range
Q1 2025
Shares 74,671 Value ($000) $1,870 Avg Close Range
Q4 2024
Shares 68,672 Value ($000) $1,715 Avg Close Range
Q3 2024
Shares 68,506 Value ($000) $1,746 Avg Close Range
Q2 2024
Shares 65,427 Value ($000) $1,627 Avg Close Range
Q1 2024
Shares 64,126 Value ($000) $1,619 Avg Close Range
Q4 2023
Shares 66,049 Value ($000) $1,691 Avg Close Range
Q4 2022
Shares 66,049 Value ($000) $1,691 Avg Close Range