Sigma Planning Corp’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Sigma Planning Corp’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-36,068	Closed	-$903K	–	1365
2022 Q3	$903K	Buy	36,068 +9,149	+34%	+$229K	0.03%	495
2022 Q2	$673K	Buy	+26,919	New	+$673K	0.02%	627
2019 Q4	–	Sell	-9,095	Closed	-$230K	–	1141
2019 Q3	$230K	Sell	9,095 -16	-0.2%	-$404	0.01%	870
2019 Q2	$230K	Buy	+9,111	New	+$227K	0.01%	847

Other funds holding IBDN

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sigma Planning Corp's IBDN Position: Q4 2022 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 36,068 shares — an estimated $903K sold.

Sigma Planning Corp first reported a position in IBDN in Q2 2019 and held it in 4 quarters. The position peaked at $903K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Sigma Planning Corp reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Sigma Planning Corp sold 36,068 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $903K.
Sigma Planning Corp first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2019 and held it in 4 quarters.
Sigma Planning Corp's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $903K in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.