Sightline Wealth Advisors, LLC IBDR Holdings History
Sightline Wealth Advisors, LLC's iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2025-06-30, Sightline Wealth Advisors, LLC held 165,825.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $4.02 Mil. This investment constitutes 1.94% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.12% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.
The initial trade took place in 2023Q3. And since then Sightline Wealth Advisors, LLC has made 6 purchases of IBDR, at an average price of $23.75, for a total of 171,823.00 shares. In addition, there have been 2 sales at an average price of $24.11 for 5,998.00 shares. Based on historical transaction data and IBDR's current price of $24.21, Sightline Wealth Advisors, LLC's estimated gain on his IBDR holdings is $79,010.66, reflecting a 1.94% gain to date.
Sightline Wealth Advisors, LLC IBDR ($24.21) Holding Chart
Sightline Wealth Advisors, LLC IBDR ($24.21) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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