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Sigma Investment Counselors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Sigma Investment Counselors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.2M Buy
1,331,503
+35,737
+3% +$865K 1.57% 18
2026
Q1 		$31.4M Buy
1,295,766
+18,575
+1% +$451K 1.66% 16
2025
Q4 		$31M Buy
1,277,191
+47,992
+4% +$1.17M 1.58% 17
2025
Q3 		$29.9M Buy
1,229,199
+56,086
+5% +$1.36M 1.55% 18
2025
Q2 		$28.5M Buy
1,173,113
+43,148
+4% +$1.04M 1.57% 15
2025
Q1 		$27.3M Buy
1,129,965
+30,872
+3% +$742K 1.67% 15
2024
Q4 		$26.3M Buy
1,099,093
+49,596
+5% +$1.19M 1.55% 16
2024
Q3 		$25.6M Buy
1,049,497
+36,401
+4% +$877K 1.5% 16
2024
Q2 		$24M Buy
1,013,096
+17,028
+2% +$403K 1.5% 16
2024
Q1 		$23.7M Buy
996,068
+26,530
+3% +$632K 1.53% 16
2023
Q4 		$23.2M Buy
969,538
+15,590
+2% +$364K 1.64% 14
2023
Q3 		$22.1M Buy
953,948
+24,558
+3% +$573K 1.67% 14
2023
Q2 		$21.8M Sell
929,390
-2,108
-0.2% -$49.9K 1.6% 14
2023
Q1 		$22.2M Sell
931,498
-25,610
-3% -$605K 1.72% 13
2022
Q4 		$22.4M Sell
957,108
-42,395
-4% -$983K 1.84% 13
2022
Q3 		$23M Sell
999,503
-63,789
-6% -$1.52M 1.96% 13
2022
Q2 		$25.4M Sell
1,063,292
-17,474
-2% -$422K 2.07% 13
2022
Q1 		$27M Buy
1,080,766
+22,569
+2% +$579K 1.93% 10
2021
Q4 		$28.1M Buy
1,058,197
+55,390
+6% +$1.48M 1.97% 9
2021
Q3 		$27.1M Buy
1,002,807
+98,554
+11% +$2.67M 2% 9
2021
Q2 		$24.5M Buy
904,253
+177,553
+24% +$4.79M 1.83% 11
2021
Q1 		$19.4M Buy
726,700
+169,770
+30% +$4.62M 1.58% 16
2020
Q4 		$15.4M Buy
556,930
+391,902
+237% +$10.7M 1.32% 19
2020
Q3 		$4.48M Sell
165,028
-169,506
-51% -$4.62M 0.87% 27
2020
Q2 		$9.02M Buy
334,534
+137,325
+70% +$3.57M 0.96% 27
2020
Q1 		$4.83M Buy
197,209
+101,824
+107% +$2.63M 0.62% 34
2019
Q4 		$2.48M Buy
+95,385
New +$2.47M 0.26% 64

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Sigma Investment Counselors's IBDS Position: Q2 2026 in Review

Sigma Investment Counselors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.8% in Q2 2026, buying an estimated $865K and bringing the position to 1,331,503 shares worth $32.2M. The position accounts for 1.57% of the portfolio, ranked #18.

Sigma Investment Counselors first reported a position in IBDS in Q4 2019 and has held it in 27 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Sigma Investment Counselors held 1,331,503 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $32.2M as of Q2 2026.
  • Sigma Investment Counselors bought 35,737 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $865K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 1.57% of Sigma Investment Counselors's portfolio in Q2 2026, its #18 holding.
  • Sigma Investment Counselors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2019 and has held it in 27 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.