Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Sightline Wealth Advisors, LLC
- $231 Million
- Q4 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 46,022 shares of IBDU stock, worth $1.08 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
46,022
Previous 37,733
21.97%
Holding current value
$1.08 Million
Previous $885,000
21.47%
% of portfolio
0.47%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
354Shares Held
105MCall 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 Inc4.8MShares$112 Million1.88% of portfolio
-
Capital Investment Advisors, LLC3.72MShares$86.9 Million1.38% of portfolio