Sightline Wealth Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
69,284
+1,604
| +2% | +$36.2K | 0.75% | 30 |
|
|
2025
Q1 | $1.51M | Buy |
67,680
+20,974
| +45% | +$468K | 0.8% | 28 |
|
|
2024
Q4 | $1.04M | Buy |
46,706
+5,141
| +12% | +$114K | 0.56% | 36 |
|
|
2024
Q3 | $939K | Buy |
41,565
+17,767
| +75% | +$402K | 0.52% | 35 |
|
|
2024
Q2 | $524K | Buy |
23,798
+8,635
| +57% | +$190K | 0.33% | 46 |
|
|
2024
Q1 | $338K | Buy |
15,163
+369
| +2% | +$8.21K | 0.22% | 59 |
|
|
2023
Q4 | $329K | Buy |
+14,794
| New | +$329K | 0.25% | 55 |
|