SWA
Sightline Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
165,825
+25,184
| +18% | +$611K | 1.94% | 13 |
|
|
2025
Q1 | $3.4M | Sell |
140,641
-922
| -0.7% | -$22.3K | 1.79% | 13 |
|
|
2024
Q4 | $3.41M | Sell |
141,563
-5,076
| -3% | -$122K | 1.84% | 13 |
|
|
2024
Q3 | $3.56M | Buy |
146,639
+44,745
| +44% | +$1.09M | 1.96% | 13 |
|
|
2024
Q2 | $2.43M | Buy |
101,894
+21,876
| +27% | +$521K | 1.51% | 17 |
|
|
2024
Q1 | $1.91M | Buy |
80,018
+1,265
| +2% | +$30.2K | 1.26% | 18 |
|
|
2023
Q4 | $1.88M | Buy |
78,753
+20,927
| +36% | +$500K | 1.43% | 18 |
|
|
2023
Q3 | $1.35M | Buy |
+57,826
| New | +$1.35M | 1.26% | 18 |
|