Sound View Wealth Advisors Group »

Ishares Ibonds Dec 2029 Muni Etf shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni Etf held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2029 Muni Etf by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 64k 25.25
2023-12-31 $1.7M 66k 25.60

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 27 Etf (IBDS)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Ibds Dec28 Etf (IBDT)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)

View all positions for Sound View Wealth Advisors Group

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Wilbanks Smith & Thomas Asset Management
Envestnet Asset Management
Gateway Advisory
Crumly & Associates
Cypress Point Wealth Management
Raymond James Financial Services Advisors
Praetorian Wealth Management
UBS Group
Sound View Wealth Advisors Group
Central Trust & Investment
Little House Capital
Raymond James & Associates
Klingman & Associates
James Investment Research
Snowden Capital Advisors

View all funds holding Ishares Ibonds Dec 2029 Muni Etf