Sightline Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Sightline Wealth Advisors, LLC
- $207 Million
- Q2 2025
A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 8,324 shares of IBDQ stock, worth $209,098. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,324
Previous 9,172
9.25%
Holding current value
$209,098
Previous $230,000
9.13%
% of portfolio
0.1%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding IBDQ
# of Institutions
436Shares Held
95.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.7 Million0.29% of portfolio