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Ishares Tr ibnd dec24 etf shares owned by Sightline Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by Sightline Wealth Advisors from 13F filings

Historical chart of Sightline Wealth Advisors investment in Ishares Tr ibnd dec24 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec24 etf held by Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec24 etf by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $876k 35k 25.05
2023-12-31 $914k 37k 24.91
2023-09-30 $898k 36k 24.73

More positions owned by Sightline Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tanger Factory Outlet Centers (SKT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Sightline Wealth Advisors

Top funds holding Ishares Tr ibnd dec24 etf

Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Glenview Trust
Wells Fargo & Company
Raymond James Financial Services Advisors
Us Bancorp
HighTower Advisors
Royal Bank of Canada
Commonwealth Equity Services
Motley Fool Wealth Management
Gratus Wealth Advisors
Kathmere Capital Management
Ameriprise Financial

View all funds holding Ishares Tr ibnd dec24 etf