Sightline Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Buy	68,376 +38,916	+132%	+$849K	0.55%	35
2026 Q1	$645K	Buy	29,460 +1,161	+4%	+$25.6K	0.27%	47
2025 Q4	$625K	Buy	28,299 +1,711	+6%	+$37.8K	0.27%	52
2025 Q3	$589K	Buy	26,588 +3,305	+14%	+$72.7K	0.27%	51
2025 Q2	$512K	Buy	23,283 +9,350	+67%	+$203K	0.25%	52
2025 Q1	$303K	Buy	+13,933	New	+$299K	0.16%	64

Other funds holding IBDV

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Sightline Wealth Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 132% in Q2 2026, buying an estimated $849K and bringing the position to 68,376 shares worth $1.49M. The position accounts for 0.55% of the portfolio, ranked #35.

Sightline Wealth Advisors first reported a position in IBDV in Q1 2025 and has held it in 6 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Sightline Wealth Advisors held 68,376 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.49M as of Q2 2026.
Sightline Wealth Advisors bought 38,916 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $849K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.55% of Sightline Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Sightline Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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