Sightline Wealth Advisors, LLC IBDS Holdings History
Sightline Wealth Advisors, LLC's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary
As of 2025-06-30, Sightline Wealth Advisors, LLC held 185,356.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $4.50 Mil. This investment constitutes 2.17% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.14% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.
The initial trade took place in 2023Q3. And since then Sightline Wealth Advisors, LLC has made 7 purchases of IBDS, at an average price of $23.82, for a total of 189,439.00 shares. In addition, there have been 1 sales at an average price of $24.07 for 4,083.00 shares. Based on historical transaction data and IBDS's current price of $24.20, Sightline Wealth Advisors, LLC's estimated gain on his IBDS holdings is $71,569.05, reflecting a 1.59% gain to date.
Sightline Wealth Advisors, LLC IBDS ($24.20) Holding Chart
Sightline Wealth Advisors, LLC IBDS ($24.20) 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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