SIC
IBDQ

Sigma Investment Counselors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Sigma Investment Counselors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-834,570
Closed -$21M – 206
2025
Q3 		$21M Sell
834,570
-50,867
-6% -$1.28M 1.09% 23
2025
Q2 		$22.3M Sell
885,437
-78,494
-8% -$1.97M 1.23% 22
2025
Q1 		$24.2M Sell
963,931
-55,255
-5% -$1.39M 1.48% 18
2024
Q4 		$25.5M Buy
1,019,186
+26,694
+3% +$669K 1.5% 18
2024
Q3 		$24.9M Buy
992,492
+21,342
+2% +$533K 1.46% 18
2024
Q2 		$24.1M Sell
971,150
-5,019
-0.5% -$124K 1.51% 15
2024
Q1 		$24.2M Buy
976,169
+4,421
+0.5% +$109K 1.56% 13
2023
Q4 		$24.1M Sell
971,748
-25,393
-3% -$622K 1.7% 12
2023
Q3 		$24.3M Buy
997,141
+26,219
+3% +$639K 1.83% 10
2023
Q2 		$23.7M Sell
970,922
-14,956
-2% -$366K 1.74% 11
2023
Q1 		$24.2M Sell
985,878
-59,095
-6% -$1.44M 1.88% 10
2022
Q4 		$25.4M Sell
1,044,973
-70,949
-6% -$1.72M 2.09% 9
2022
Q3 		$26.9M Buy
1,115,922
+26,808
+2% +$661K 2.29% 8
2022
Q2 		$26.9M Sell
1,089,114
-18,773
-2% -$467K 2.19% 9
2022
Q1 		$28M Buy
1,107,887
+63,917
+6% +$1.65M 2.01% 8
2021
Q4 		$27.6M Buy
1,043,970
+46,129
+5% +$1.23M 1.93% 11
2021
Q3 		$26.8M Buy
997,841
+67,188
+7% +$1.81M 1.98% 11
2021
Q2 		$25.1M Buy
930,653
+83,855
+10% +$2.26M 1.88% 10
2021
Q1 		$22.7M Buy
846,798
+68,633
+9% +$1.86M 1.84% 11
2020
Q4 		$21.3M Buy
778,165
+496,272
+176% +$13.5M 1.83% 10
2020
Q3 		$7.65M Sell
281,893
-247,211
-47% -$6.71M 1.49% 13
2020
Q2 		$14.3M Buy
529,104
+65,089
+14% +$1.71M 1.52% 13
2020
Q1 		$11.6M Buy
464,015
+26,674
+6% +$687K 1.48% 16
2019
Q4 		$11.3M Buy
437,341
+62,803
+17% +$1.62M 1.19% 18
2019
Q3 		$9.69M Buy
374,538
+39,753
+12% +$1.02M 1.1% 21
2019
Q2 		$8.57M Buy
334,785
+27,840
+9% +$697K 1.01% 24
2019
Q1 		$7.63M Buy
306,945
+86,525
+39% +$2.1M 0.94% 26
2018
Q4 		$5.2M Buy
220,420
+211,190
+2,288% +$4.99M 0.72% 32
2018
Q3 		$221K Buy
+9,230
New +$221K 0.03% 141

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sigma Investment Counselors's IBDQ Position: Q4 2025 in Review

Sigma Investment Counselors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 834,570 shares — an estimated $21M sold.

Sigma Investment Counselors first reported a position in IBDQ in Q3 2018 and held it in 29 quarters. The position peaked at $28M in Q1 2022. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Sigma Investment Counselors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Sigma Investment Counselors sold 834,570 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $21M.
  • Sigma Investment Counselors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2018 and held it in 29 quarters.
  • Sigma Investment Counselors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $28M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Sigma Investment Counselors's 13F filing for Q4 2025, filed 3 Feb 2026.