SPC
IBDP

Sigma Planning Corp’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Sigma Planning Corp’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-69,545
Closed -$1.75M – 1274
2024
Q3 		$1.75M Sell
69,545
-6,591
-9% -$166K 0.05% 328
2024
Q2 		$1.91M Sell
76,136
-750
-1% -$18.8K 0.06% 305
2024
Q1 		$1.93M Buy
76,886
+19,334
+34% +$483K 0.06% 329
2023
Q4 		$1.43M Sell
57,552
-6,069
-10% -$150K 0.11% 198
2023
Q3 		$1.57M Sell
63,621
-34,857
-35% -$859K 0.06% 325
2023
Q2 		$2.42M Buy
98,478
+14,339
+17% +$353K 0.09% 250
2023
Q1 		$2.07M Buy
84,139
+27,730
+49% +$680K 0.07% 290
2022
Q4 		$1.38M Buy
56,409
+28,365
+101% +$691K 0.05% 380
2022
Q3 		$683K Buy
28,044
+8,360
+42% +$206K 0.03% 604
2022
Q2 		$487K Buy
+19,684
New +$489K 0.02% 764

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sigma Planning Corp's IBDP Position: Q4 2024 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 69,545 shares — an estimated $1.75M sold.

Sigma Planning Corp first reported a position in IBDP in Q2 2022 and held it in 10 quarters. The position peaked at $2.42M in Q2 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Sigma Planning Corp reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 69,545 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.75M.
  • Sigma Planning Corp first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
  • Sigma Planning Corp's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.42M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.