Number of Shares
50,422.00
Current Holdings Value*
$1.18 Mil
% of Portfolio
0.62%
Total Estimate Gain
$6,102.37
% of Total Estimate Gain
0.51%

Sightline Wealth Advisors, LLC's iShares iBonds 2028 Term High Yield and Income ETF Holding Summary

As of 2025-03-31, Sightline Wealth Advisors, LLC held 50,422.00 shares of iShares iBonds 2028 Term High Yield and Income ETF(IBHH), totaling $1.18 Mil. This investment constitutes 0.62% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.53% of the outstanding iShares iBonds 2028 Term High Yield and Income ETF(IBHH) stock.

The initial trade took place in 2024Q4. And since then Sightline Wealth Advisors, LLC has made 2 purchases of IBHH, at an average price of $23.53, for a total of 50,422.00 shares. Based on historical transaction data and IBHH's current price of $23.65, Sightline Wealth Advisors, LLC's estimated gain on his IBHH holdings is $6,102.37, reflecting a 0.51% gain to date.

Sightline Wealth Advisors, LLC IBHH ($23.65) Holding Chart

Sightline Wealth Advisors, LLC IBHH ($23.65) 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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