SWA
IBDQ

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return