Sigma Investment Counselors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$26.4M	Buy	1,017,190 +150,421	+17%	+$3.9M	1.45%	18
2025 Q1	$22.2M	Buy	866,769 +536,105	+162%	+$13.7M	1.35%	20
2024 Q4	$8.3M	Buy	+330,664	New	+$8.3M	0.49%	42