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 $743,220. This represents 0.36% of its overall portfolio holdings.

Number of Shares
31,939
Previous 19,520 63.62%
Holding current value
$743,220
Previous $451,000 65.19%
% of portfolio
0.36%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$22.7 - $23.33 $281,911 - $289,735
12,419 Added 63.62%
31,939 $745,000
Q1 2025

Apr 29, 2025
BUY
$22.61 - $23.14 $157,433 - $161,123
6,963 Added 55.45%
19,520 $451,000
Q4 2024

Jan 13, 2025
BUY
$22.71 - $23.47 $285,169 - $294,712
12,557 New
12,557 $286,000

Others Institutions Holding IBDU

# of Institutions
308
Shares Held
91.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
Track This Portfolio

Track Sightline Wealth Advisors, LLC Portfolio

Follow Sightline Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email