Sightline Wealth Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13,897	Closed	-$323K	–	87
2024 Q2	$323K	Sell	13,897 -11,418	-45%	-$265K	0.2%	60
2024 Q1	$590K	Sell	25,315 -872	-3%	-$20.3K	0.39%	41
2023 Q4	$608K	Buy	26,187 +1,886	+8%	+$43.6K	0.46%	38
2023 Q3	$564K	Buy	+24,301	New	+$562K	0.53%	38

Other funds holding IBHD

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sightline Wealth Advisors's IBHD Position: Q3 2024 in Review

Sightline Wealth Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2024, closing a stake of 13,897 shares — an estimated $323K sold.

Sightline Wealth Advisors first reported a position in IBHD in Q3 2023 and held it in 4 quarters. The position peaked at $608K in Q4 2023. 107 funds tracked by Wall St. Rank hold IBHD as of Q3 2024.

Sightline Wealth Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
Sightline Wealth Advisors sold 13,897 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2024, an estimated $323K.
Sightline Wealth Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2023 and held it in 4 quarters.
Sightline Wealth Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $608K in Q4 2023.
107 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2024.

Based on Sightline Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.