SWA
IBDP

Sightline Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Sightline Wealth Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,389
Closed -$538K – 88
2024
Q2 		$538K Sell
21,389
-13,583
-39% -$340K 0.33% 43
2024
Q1 		$876K Sell
34,972
-1,730
-5% -$43.2K 0.58% 32
2023
Q4 		$914K Buy
36,702
+389
+1% +$9.64K 0.7% 31
2023
Q3 		$898K Buy
+36,313
New +$895K 0.84% 30

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sightline Wealth Advisors's IBDP Position: Q3 2024 in Review

Sightline Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 21,389 shares — an estimated $538K sold.

Sightline Wealth Advisors first reported a position in IBDP in Q3 2023 and held it in 4 quarters. The position peaked at $914K in Q4 2023. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

  • Sightline Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Sightline Wealth Advisors sold 21,389 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $538K.
  • Sightline Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 4 quarters.
  • Sightline Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $914K in Q4 2023.
  • 333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Sightline Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.