Number of Shares
165,825.00
Current Holdings Value*
$4.02 Mil
% of Portfolio
1.94%
Total Estimate Gain
$79,010.66
% of Total Estimate Gain
1.94%

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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