Sightline Wealth Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,947	Closed	-$255K	–	90
2024 Q3	$255K	Sell	10,947 -5,199	-32%	-$121K	0.14%	70
2024 Q2	$376K	Sell	16,146 -2,339	-13%	-$54.4K	0.23%	56
2024 Q1	$432K	Buy	18,485 +407	+2%	+$9.46K	0.28%	51
2023 Q4	$418K	Buy	18,078 +6,412	+55%	+$147K	0.32%	47
2023 Q3	$268K	Buy	+11,666	New	+$267K	0.25%	56

Other funds holding IBHE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

MAWAG

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Sightline Wealth Advisors's IBHE Position: Q4 2024 in Review

Sightline Wealth Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2024, closing a stake of 10,947 shares — an estimated $255K sold.

Sightline Wealth Advisors first reported a position in IBHE in Q3 2023 and held it in 5 quarters. The position peaked at $432K in Q1 2024. 140 funds tracked by Wall St. Rank hold IBHE as of Q4 2024.

Sightline Wealth Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
Sightline Wealth Advisors sold 10,947 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2024, an estimated $255K.
Sightline Wealth Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2023 and held it in 5 quarters.
Sightline Wealth Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $432K in Q1 2024.
140 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2024.

Based on Sightline Wealth Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.