Sightline Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.5M	Sell	103,227 -59,795	-37%	-$1.45M	1.06%	23
2025 Q4	$3.95M	Sell	163,022 -14,838	-8%	-$360K	1.68%	18
2025 Q3	$4.32M	Buy	177,860 +12,035	+7%	+$291K	1.95%	13
2025 Q2	$4.02M	Buy	165,825 +25,184	+18%	+$608K	1.94%	13
2025 Q1	$3.4M	Sell	140,641 -922	-0.7%	-$22.2K	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%	+$1.08M	1.96%	13
2024 Q2	$2.43M	Buy	101,894 +21,876	+27%	+$519K	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%	+$491K	1.43%	18
2023 Q3	$1.35M	Buy	+57,826	New	+$1.35M	1.26%	18