Sightline Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.73M	Buy	147,599 +44,304	+43%	+$1.12M	1.36%	20
2026 Q1	$2.62M	Sell	103,295 -37,141	-26%	-$944K	1.11%	22
2025 Q4	$3.57M	Sell	140,436 -7,347	-5%	-$187K	1.52%	20
2025 Q3	$3.77M	Buy	147,783 +19,957	+16%	+$507K	1.7%	16
2025 Q2	$3.25M	Buy	127,826 +38,125	+43%	+$961K	1.57%	18
2025 Q1	$2.27M	Buy	89,701 +55,675	+164%	+$1.4M	1.19%	20
2024 Q4	$847K	Buy	34,026 +18,006	+112%	+$452K	0.46%	38
2024 Q3	$409K	Buy	16,020 +3,591	+29%	+$90.5K	0.23%	55
2024 Q2	$308K	Buy	+12,429	New	+$306K	0.19%	61

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Sightline Wealth Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 43% in Q2 2026, buying an estimated $1.12M and bringing the position to 147,599 shares worth $3.73M. The position accounts for 1.36% of the portfolio, ranked #20.

Sightline Wealth Advisors first reported a position in IBDT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.77M in Q3 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Sightline Wealth Advisors held 147,599 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.73M as of Q2 2026.
Sightline Wealth Advisors bought 44,304 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.12M.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.36% of Sightline Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Sightline Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Sightline Wealth Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $3.77M in Q3 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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