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 $1.85B AUM 20.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CFS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sightline Wealth Advisors's IBHG Position: Q1 2026 in Review

Sightline Wealth Advisors sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q1 2026, closing a stake of 36,106 shares — an estimated $806K sold.

Sightline Wealth Advisors first reported a position in IBHG in Q4 2023 and held it in 9 quarters. The position peaked at $1.56M in Q2 2025. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

Sightline Wealth Advisors reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
Sightline Wealth Advisors sold 36,106 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $806K.
Sightline Wealth Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2023 and held it in 9 quarters.
Sightline Wealth Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $1.56M in Q2 2025.
127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on Sightline Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.