Sightline Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
8,324
-848
| -9% | -$21.4K | 0.1% | 85 |
|
|
2025
Q1 | $231K | Sell |
9,172
-9,869
| -52% | -$248K | 0.12% | 72 |
|
|
2024
Q4 | $477K | Sell |
19,041
-16,557
| -47% | -$415K | 0.26% | 50 |
|
|
2024
Q3 | $893K | Sell |
35,598
-18,826
| -35% | -$473K | 0.49% | 37 |
|
|
2024
Q2 | $1.35M | Sell |
54,424
-8,873
| -14% | -$221K | 0.84% | 27 |
|
|
2024
Q1 | $1.57M | Buy |
63,297
+1,319
| +2% | +$32.7K | 1.03% | 21 |
|
|
2023
Q4 | $1.53M | Buy |
61,978
+20,928
| +51% | +$518K | 1.17% | 20 |
|
|
2023
Q3 | $1M | Buy |
+41,050
| New | +$1M | 0.93% | 25 |
|