Sightline Wealth Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-30,881	Closed	-$731K	–	96
2025 Q4	$731K	Sell	30,881 -19,450	-39%	-$460K	0.31%	47
2025 Q3	$1.2M	Sell	50,331 -4,751	-9%	-$113K	0.54%	35
2025 Q2	$1.31M	Buy	55,082 +4,660	+9%	+$109K	0.63%	33
2025 Q1	$1.18M	Buy	50,422 +35,339	+234%	+$831K	0.62%	33
2024 Q4	$352K	Buy	+15,083	New	+$355K	0.19%	60

Other funds holding IBHH

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

CFS

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

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

Sightline Wealth Advisors sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q1 2026, closing a stake of 30,881 shares — an estimated $731K sold.

Sightline Wealth Advisors first reported a position in IBHH in Q4 2024 and held it in 5 quarters. The position peaked at $1.31M in Q2 2025. 103 funds tracked by Wall St. Rank hold IBHH as of Q1 2026.

Sightline Wealth Advisors reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
Sightline Wealth Advisors sold 30,881 iShares iBonds 2028 Term High Yield and Income ETF shares in Q1 2026, an estimated $731K.
Sightline Wealth Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2024 and held it in 5 quarters.
Sightline Wealth Advisors's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $1.31M in Q2 2025.
103 funds tracked by Wall St. Rank held iShares iBonds 2028 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.