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Ishares Tr ibonds dec 28 shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Ishares Tr ibonds dec 28 (IBMQ) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group investment in Ishares Tr ibonds dec 28

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 28 held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 28 by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 81k 25.63
2024-06-30 $1.9M 77k 25.02
2024-03-31 $2.0M 78k 25.27
2023-12-31 $2.1M 81k 25.59
2023-09-30 $246k 10k 24.41
2023-06-30 $235k 9.4k 25.16

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View all positions for Sound View Wealth Advisors Group

Top funds holding Ishares Tr ibonds dec 28

Bank of America Corporation
Envestnet Asset Management
Hartland & Co
Mercer Global Advisors
Wells Fargo & Company
Us Bancorp
Kathmere Capital Management
HighTower Advisors
Hengehold Capital Management
Raymond James Financial Services Advisors
CI Private Wealth
Hills Bank And Trust Company
Heartwood Wealth Advisors
Praetorian Wealth Management
LPL Financial

View all funds holding Ishares Tr ibonds dec 28