Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Sightline Wealth Advisors, LLC

$220 Million
Q3 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 147,783 shares of IBDT stock, worth $3.76 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

147,783

Previous 127,826 15.61%

Holding current value

$3.76 Million

Previous $3.25 Million 16.07%

% of portfolio

1.71%

Previous 1.57%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$25.24 - $25.56 $503,714 - $510,100	19,957 Added 15.61%	147,783 $3.77 Million
Q2 2025 Jul 15, 2025	BUY	$24.94 - $25.42 $950,837 - $969,137	38,125 Added 42.5%	127,826 $3.25 Million
Q1 2025 Apr 29, 2025	BUY	$24.79 - $25.26 $1.38 Million - $1.41 Million	55,675 Added 163.62%	89,701 $2.27 Million
Q4 2024 Jan 13, 2025	BUY	$24.82 - $25.48 $446,908 - $458,792	18,006 Added 112.4%	34,026 $847,000
Q3 2024 Oct 21, 2024	BUY	$24.62 - $25.59 $88,410 - $91,893	3,591 Added 28.89%	16,020 $408,000

Q2 2024 Aug 02, 2024	BUY	$24.4 - $24.86 $303,267 - $308,984	12,429 New	12,429 $307,000

Others Institutions Holding IBDT

# of Institutions

411

Shares Held

95.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

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Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History