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Ishares Tr ibonds 25 trm hg shares owned by Sightline Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds 25 trm hg (IBHE) shares owned by Sightline Wealth Advisors from 13F filings

Historical chart of Sightline Wealth Advisors investment in Ishares Tr ibonds 25 trm hg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds 25 trm hg 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 25 trm hg by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $432k 19k 23.38
2023-12-31 $418k 18k 23.10
2023-09-30 $268k 12k 22.93

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 25 trm hg

Richard P Slaughter Associates
Bank of America Corporation
Raymond James Financial Services Advisors
AE Wealth Management
Ashton Thomas Private Wealth
Mid-American Wealth Advisory Group
Wells Fargo & Company
Commonwealth Financial Services
HighTower Advisors
Scissortail Wealth Management
PFG Private Wealth Management
Mutual Advisors
Michael S. Ryan
Royal Bank of Canada
EP Wealth Advisors

View all funds holding Ishares Tr ibonds 25 trm hg