Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 31,939 shares of IBDU stock, worth $747,691. This represents 0.36% of its overall portfolio holdings.
Number of Shares
31,939
Previous 19,520
63.62%
Holding current value
$747,691
Previous $451,000
65.19%
% of portfolio
0.36%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
329Shares Held
97.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$149 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Capital Advisors Inc4.46MShares$105 Million1.92% of portfolio
-
Shufro Rose & CO LLC3.54MShares$82.9 Million7.36% of portfolio