Sightline Wealth Advisors, LLC IBDT Holdings History
Sightline Wealth Advisors, LLC's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-06-30, Sightline Wealth Advisors, LLC held 127,826.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $3.25 Mil. This investment constitutes 1.57% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.11% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2024Q2. And since then Sightline Wealth Advisors, LLC has made 5 purchases of IBDT, at an average price of $25.07, for a total of 127,826.00 shares. Based on historical transaction data and IBDT's current price of $25.25, Sightline Wealth Advisors, LLC's estimated gain on his IBDT holdings is $21,931.34, reflecting a 0.68% gain to date.
Sightline Wealth Advisors, LLC IBDT ($25.25) Holding Chart
Sightline Wealth Advisors, LLC IBDT ($25.25) 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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