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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$745K Buy
31,939
+12,419
+64% +$290K 0.36% 42
2025
Q1
$452K Buy
19,520
+6,963
+55% +$161K 0.24% 52
2024
Q4
$286K Buy
+12,557
New +$286K 0.15% 70