SWA
Sightline Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
185,356
+48,586
| +36% | +$1.18M | 2.17% | 11 |
|
|
2025
Q1 | $3.31M | Buy |
136,770
+5,811
| +4% | +$141K | 1.74% | 15 |
|
|
2024
Q4 | $3.14M | Sell |
130,959
-4,083
| -3% | -$97.8K | 1.69% | 14 |
|
|
2024
Q3 | $3.29M | Buy |
135,042
+50,199
| +59% | +$1.22M | 1.81% | 14 |
|
|
2024
Q2 | $2.01M | Buy |
84,843
+30,811
| +57% | +$731K | 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% | +$515K | 0.96% | 22 |
|
|
2023
Q3 | $722K | Buy |
+31,208
| New | +$722K | 0.67% | 35 |
|