Sightline Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.5M Buy
2025
Q1
$3.31M Buy
2024
Q4
$3.14M Sell
2024
Q3
$3.29M Buy
2024
Q2
$2.01M Buy
2024
Q1
$1.29M Buy
2023
Q4
$1.26M Buy
2023
Q3
$722K Buy