SPC
IBDO

Sigma Planning Corp’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Sigma Planning Corp’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-55,668
Closed -$1.41M – 1215
2023
Q3 		$1.41M Sell
55,668
-70,665
-56% -$1.79M 0.05% 354
2023
Q2 		$3.19M Buy
126,333
+1,436
+1% +$36.2K 0.11% 181
2023
Q1 		$3.15M Buy
124,897
+5,552
+5% +$139K 0.1% 195
2022
Q4 		$2.99M Buy
119,345
+61,611
+107% +$1.54M 0.11% 197
2022
Q3 		$1.44M Buy
57,734
+31,230
+118% +$783K 0.05% 338
2022
Q2 		$665K Buy
+26,504
New +$667K 0.02% 631

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sigma Planning Corp's IBDO Position: Q4 2023 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 55,668 shares — an estimated $1.41M sold.

Sigma Planning Corp first reported a position in IBDO in Q2 2022 and held it in 6 quarters. The position peaked at $3.19M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Sigma Planning Corp reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 55,668 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.41M.
  • Sigma Planning Corp first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 6 quarters.
  • Sigma Planning Corp's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3.19M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.