Sightline Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Sightline Wealth Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,324	Closed	-$210K	–	94
2025 Q2	$210K	Sell	8,324 -848	-9%	-$21.3K	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%	-$470K	0.49%	37
2024 Q2	$1.35M	Sell	54,424 -8,873	-14%	-$220K	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%	+$513K	1.17%	20
2023 Q3	$1M	Buy	+41,050	New	+$1M	0.93%	25

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Sightline Wealth Advisors's IBDQ Position: Q3 2025 in Review

Sightline Wealth Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 8,324 shares — an estimated $210K sold.

Sightline Wealth Advisors first reported a position in IBDQ in Q3 2023 and held it in 8 quarters. The position peaked at $1.57M in Q1 2024. 362 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Sightline Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Sightline Wealth Advisors sold 8,324 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $210K.
Sightline Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 8 quarters.
Sightline Wealth Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.57M in Q1 2024.
362 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Sightline Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.