SWA
Sightline Wealth Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
69,536
+58
| +0.1% | +$1.35K | 0.78% | 28 |
|
|
2025
Q1 | $1.61M | Buy |
69,478
+19,748
| +40% | +$459K | 0.85% | 25 |
|
|
2024
Q4 | $1.15M | Buy |
49,730
+1,354
| +3% | +$31.3K | 0.62% | 33 |
|
|
2024
Q3 | $1.13M | Buy |
48,376
+16,352
| +51% | +$383K | 0.62% | 31 |
|
|
2024
Q2 | $734K | Buy |
32,024
+9,347
| +41% | +$214K | 0.46% | 37 |
|
|
2024
Q1 | $523K | Buy |
22,677
+465
| +2% | +$10.7K | 0.34% | 47 |
|
|
2023
Q4 | $509K | Buy |
22,212
+6,330
| +40% | +$145K | 0.39% | 42 |
|
|
2023
Q3 | $358K | Buy |
+15,882
| New | +$358K | 0.33% | 48 |
|