SPC
IBDQ

Sigma Planning Corp’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Sigma Planning Corp’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-45,486
Closed -$1.15M – 1344
2025
Q3 		$1.15M Sell
45,486
-395
-0.9% -$9.93K 0.03% 470
2025
Q2 		$1.16M Sell
45,881
-4,184
-8% -$105K 0.03% 455
2025
Q1 		$1.26M Sell
50,065
-7,482
-13% -$188K 0.04% 409
2024
Q4 		$1.44M Sell
57,547
-10,825
-16% -$271K 0.05% 364
2024
Q3 		$1.72M Buy
68,372
+2,285
+3% +$57K 0.05% 335
2024
Q2 		$1.64M Buy
66,087
+4,277
+7% +$106K 0.05% 344
2024
Q1 		$1.53M Buy
61,810
+50,805
+462% +$1.26M 0.05% 382
2023
Q4 		$272K Sell
11,005
-27,405
-71% -$671K 0.02% 661
2023
Q3 		$936K Sell
38,410
-22,352
-37% -$545K 0.04% 483
2023
Q2 		$1.48M Buy
60,762
+23,557
+63% +$577K 0.05% 350
2023
Q1 		$913K Buy
37,205
+9,992
+37% +$244K 0.03% 549
2022
Q4 		$662K Buy
+27,213
New +$659K 0.02% 649

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sigma Planning Corp's IBDQ Position: Q4 2025 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 45,486 shares — an estimated $1.15M sold.

Sigma Planning Corp first reported a position in IBDQ in Q4 2022 and held it in 12 quarters. The position peaked at $1.72M in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Sigma Planning Corp reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 45,486 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.15M.
  • Sigma Planning Corp first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 12 quarters.
  • Sigma Planning Corp's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.72M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.