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Ishares Tr ibonds etf shares owned by Sightline Wealth Advisors

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

Historical chart of Sightline Wealth Advisors investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds 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 ibonds etf by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 54k 23.80
2023-12-31 $1.3M 53k 23.93
2023-09-30 $722k 31k 23.14

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 ibonds etf

Bank of America Corporation
Capital Advisors
Capital Investment Advisors
UBS Group
Royal Bank of Canada
Miracle Mile Advisors
Raymond James Financial Services Advisors
Mercer Global Advisors
Woodmont Investment Counsel
Klingman & Associates
Wells Fargo & Company
HighTower Advisors
Branch Banking & Trust Company
Sigma Investment Counselors
Kathmere Capital Management

View all funds holding Ishares Tr ibonds etf