SWA
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Sightline Wealth Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Sightline Wealth Advisors’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-36,106
Closed -$806K – 95
2025
Q4 		$806K Sell
36,106
-25,672
-42% -$574K 0.34% 45
2025
Q3 		$1.39M Sell
61,778
-7,506
-11% -$169K 0.63% 32
2025
Q2 		$1.56M Buy
69,284
+1,604
+2% +$35.7K 0.75% 30
2025
Q1 		$1.51M Buy
67,680
+20,974
+45% +$470K 0.8% 28
2024
Q4 		$1.04M Buy
46,706
+5,141
+12% +$115K 0.56% 36
2024
Q3 		$939K Buy
41,565
+17,767
+75% +$396K 0.52% 35
2024
Q2 		$524K Buy
23,798
+8,635
+57% +$190K 0.33% 46
2024
Q1 		$338K Buy
15,163
+369
+2% +$8.19K 0.22% 59
2023
Q4 		$329K Buy
+14,794
New +$320K 0.25% 55

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return