Sightline Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.53M	Buy	109,054 +54,863	+101%	+$1.27M	0.92%	26
2026 Q1	$1.26M	Buy	54,191 +8,169	+18%	+$191K	0.53%	34
2025 Q4	$1.08M	Buy	46,022 +8,289	+22%	+$194K	0.46%	38
2025 Q3	$886K	Buy	37,733 +5,794	+18%	+$135K	0.4%	40
2025 Q2	$745K	Buy	31,939 +12,419	+64%	+$286K	0.36%	42
2025 Q1	$452K	Buy	19,520 +6,963	+55%	+$160K	0.24%	52
2024 Q4	$286K	Buy	+12,557	New	+$289K	0.15%	70

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Sightline Wealth Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 101% in Q2 2026, buying an estimated $1.27M and bringing the position to 109,054 shares worth $2.53M. The position accounts for 0.92% of the portfolio, ranked #26.

Sightline Wealth Advisors first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Sightline Wealth Advisors held 109,054 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.53M as of Q2 2026.
Sightline Wealth Advisors bought 54,863 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.27M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.92% of Sightline Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Sightline Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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