Sightline Wealth Advisors, LLC IBDU Holdings History
Sightline Wealth Advisors, LLC's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary
As of 2025-06-30, Sightline Wealth Advisors, LLC held 31,939.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $745,140.00. This investment constitutes 0.36% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.03% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.
The initial trade took place in 2024Q4. And since then Sightline Wealth Advisors, LLC has made 3 purchases of IBDU, at an average price of $23.02, for a total of 31,939.00 shares. Based on historical transaction data and IBDU's current price of $23.23, Sightline Wealth Advisors, LLC's estimated gain on his IBDU holdings is $6,587.34, reflecting a 0.90% gain to date.
Sightline Wealth Advisors, LLC IBDU ($23.23) Holding Chart
Sightline Wealth Advisors, LLC IBDU ($23.23) 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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