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Ishares Tr shares owned by Sightline Wealth Advisors

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

Historical chart of Sightline Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 50k 23.86
2025-06-30 $1.3M 55k 23.73
2025-03-31 $1.2M 50k 23.36
2024-12-31 $353k 15k 23.37

More positions owned by Sightline Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds Dec2026 (IBDR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Sightline Wealth Advisors

Top funds holding Ishares Tr

LBMC Investment Advisors
Baltimore-Washington Financial Advisors
Goss Wealth Management
LPL Financial
Keeler THomas Management
HighTower Advisors
Apollon Wealth Management
Commonwealth Financial Services
Northwestern Mutual Wealth Management Company
Mutual Advisors
Ironwood Wealth Management
Royal Bank of Canada
Littlejohn Financial Services
Commonwealth Equity Services
Morgan Stanley

View all funds holding Ishares Tr