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Sigma Investment Counselors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Sigma Investment Counselors’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.8M Buy
1,336,901
+58,562
+5% +$1.48M 1.65% 17
2026
Q1 		$32.4M Buy
1,278,339
+29,336
+2% +$746K 1.71% 15
2025
Q4 		$31.8M Buy
1,249,003
+55,529
+5% +$1.41M 1.62% 16
2025
Q3 		$30.5M Buy
1,193,474
+38,885
+3% +$988K 1.58% 17
2025
Q2 		$29.3M Buy
1,154,589
+27,853
+2% +$702K 1.62% 14
2025
Q1 		$28.5M Buy
1,126,736
+16,011
+1% +$401K 1.74% 14
2024
Q4 		$27.7M Buy
1,110,725
+48,159
+5% +$1.21M 1.62% 15
2024
Q3 		$27.1M Buy
1,062,566
+30,636
+3% +$772K 1.59% 15
2024
Q2 		$25.6M Buy
1,031,930
+22,500
+2% +$555K 1.6% 13
2024
Q1 		$25.1M Buy
1,009,430
+27,535
+3% +$685K 1.62% 11
2023
Q4 		$24.6M Buy
981,895
+72,775
+8% +$1.77M 1.74% 10
2023
Q3 		$21.8M Buy
909,120
+27,640
+3% +$672K 1.65% 15
2023
Q2 		$21.6M Buy
881,480
+23,814
+3% +$589K 1.59% 15
2023
Q1 		$21.4M Buy
857,666
+80,279
+10% +$1.98M 1.66% 15
2022
Q4 		$18.9M Sell
777,387
-16,179
-2% -$390K 1.55% 16
2022
Q3 		$18.9M Sell
793,566
-14,051
-2% -$350K 1.61% 17
2022
Q2 		$20.2M Buy
807,617
+22,836
+3% +$579K 1.64% 16
2022
Q1 		$20.7M Buy
784,781
+87,677
+13% +$2.38M 1.48% 17
2021
Q4 		$19.7M Buy
697,104
+87,639
+14% +$2.49M 1.38% 19
2021
Q3 		$17.5M Buy
609,465
+63,935
+12% +$1.85M 1.29% 19
2021
Q2 		$15.8M Buy
545,530
+98,637
+22% +$2.82M 1.18% 22
2021
Q1 		$12.7M Buy
446,893
+144,632
+48% +$4.18M 1.03% 26
2020
Q4 		$8.93M Buy
+302,261
New +$8.84M 0.77% 29

Other funds holding IBDT

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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sigma Investment Counselors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.6% in Q2 2026, buying an estimated $1.48M and bringing the position to 1,336,901 shares worth $33.8M. The position accounts for 1.65% of the portfolio, ranked #17.

Sigma Investment Counselors first reported a position in IBDT in Q4 2020 and has held it in 23 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Sigma Investment Counselors held 1,336,901 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $33.8M as of Q2 2026.
  • Sigma Investment Counselors bought 58,562 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.48M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 1.65% of Sigma Investment Counselors's portfolio in Q2 2026, its #17 holding.
  • Sigma Investment Counselors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2020 and has held it in 23 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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