Sound View Wealth Advisors Group »

Ishares Tr shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 Tr by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 722k 25.62
2025-06-30 $17M 657k 25.29
2025-03-31 $14M 543k 24.99
2024-12-31 $7.4M 299k 24.58

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds Dec 29 (IBDU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2031 (IBDW)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Sound View Wealth Advisors Group

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Wells Fargo & Company
First Interstate Bank
Ameriprise Financial
Morgan Stanley
Summit Financial
Sigma Investment Counselors
Sailer Financial
UBS Group
Goss Wealth Management
MV Capital Management
Sound View Wealth Advisors Group
Us Bancorp
Klingman & Associates

View all funds holding Ishares Tr