Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Sightline Wealth Advisors, LLC

$207 Million
Q2 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 165,825 shares of IBDR stock, worth $3.94 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

165,825

Previous 140,641 17.91%

Holding current value

$3.94 Million

Previous $3.34 Million 17.9%

% of portfolio

1.9%

Previous 1.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	N/A	25,184 Added 17.91%	165,825 $3.94 Million
Q1 2025 Apr 29, 2025	SELL	N/A	-922 Reduced 0.65%	140,641 $3.34 Million
Q4 2024 Jan 13, 2025	SELL	N/A	-5,076 Reduced 3.46%	141,563 $3.36 Million
Q3 2024 Oct 21, 2024	BUY	$23.75 - $23.75 $1.06 Million - $1.06 Million	44,745 Added 43.91%	146,639 $3.48 Million
Q2 2024 Aug 02, 2024	BUY	$23.65 - $23.82 $517,367 - $521,086	21,876 Added 27.34%	101,894 $2.43 Million
Q1 2024 Apr 24, 2024	BUY	$23.76 - $23.98 $30,056 - $30,334	1,265 Added 1.61%	80,018 $1.91 Million
Q4 2023 Jan 23, 2024	BUY	$23.15 - $23.9 $484,460 - $500,155	20,927 Added 36.19%	78,753 $1.88 Million
Q3 2023 Nov 01, 2023	BUY	$23.28 - $23.6 $1.35 Million - $1.36 Million	57,826 New	57,826 $1.35 Million

Others Institutions Holding IBDR

# of Institutions

443

Shares Held

107M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

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Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History