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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Sell	72,435 -30,792	-30%	-$746K	0.64%	30
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

Other funds holding IBDR

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

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

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

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

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Sightline Wealth Advisors's IBDR Position: Q2 2026 in Review

Sightline Wealth Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 30% in Q2 2026, selling an estimated $746K and leaving 72,435 shares worth $1.76M. The position accounts for 0.64% of the portfolio, ranked #30.

Sightline Wealth Advisors first reported a position in IBDR in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.32M in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Sightline Wealth Advisors held 72,435 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.76M as of Q2 2026.
Sightline Wealth Advisors sold 30,792 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $746K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.64% of Sightline Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Sightline Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Sightline Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.32M in Q3 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.