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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.39M	Buy	181,395 +40,799	+29%	+$987K	1.61%	19
2026 Q1	$3.41M	Sell	140,596 -51,958	-27%	-$1.26M	1.44%	20
2025 Q4	$4.68M	Sell	192,554 -17,048	-8%	-$414K	1.99%	13
2025 Q3	$5.1M	Buy	209,602 +24,246	+13%	+$588K	2.3%	10
2025 Q2	$4.5M	Buy	185,356 +48,586	+36%	+$1.17M	2.17%	11
2025 Q1	$3.31M	Buy	136,770 +5,811	+4%	+$140K	1.74%	15
2024 Q4	$3.14M	Sell	130,959 -4,083	-3%	-$98.3K	1.69%	14
2024 Q3	$3.29M	Buy	135,042 +50,199	+59%	+$1.21M	1.81%	14
2024 Q2	$2.01M	Buy	84,843 +30,811	+57%	+$729K	1.25%	20
2024 Q1	$1.29M	Buy	54,032 +1,290	+2%	+$30.7K	0.85%	28
2023 Q4	$1.26M	Buy	52,742 +21,534	+69%	+$503K	0.96%	22
2023 Q3	$722K	Buy	+31,208	New	+$728K	0.67%	35

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Sightline Wealth Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 29% in Q2 2026, buying an estimated $987K and bringing the position to 181,395 shares worth $4.39M. The position accounts for 1.61% of the portfolio, ranked #19.

Sightline Wealth Advisors first reported a position in IBDS in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.1M in Q3 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Sightline Wealth Advisors held 181,395 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $4.39M as of Q2 2026.
Sightline Wealth Advisors bought 40,799 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $987K.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.61% of Sightline Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Sightline Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Sightline Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $5.1M in Q3 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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