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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.25M	Buy	127,826 +38,125	+43%	+$969K	1.57%	18
2025 Q1	$2.27M	Buy	89,701 +55,675	+164%	+$1.41M	1.19%	20
2024 Q4	$847K	Buy	34,026 +18,006	+112%	+$448K	0.46%	38
2024 Q3	$409K	Buy	16,020 +3,591	+29%	+$91.7K	0.23%	55
2024 Q2	$308K	Buy	+12,429	New	+$308K	0.19%	61