Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 37,733 shares of IBDU stock, worth $881,442. This represents 0.4% of its overall portfolio holdings.
Number of Shares
37,733
Previous 31,939
18.14%
Holding current value
$881,442
Previous $745,000
18.79%
% of portfolio
0.4%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
101MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio