Sigma Planning Corp
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Sigma Planning Corp’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Sigma Planning Corp’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$906K Sell
37,376
-11,525
-24% -$279K 0.02% 622
2026
Q2 		$1.18M Buy
48,901
+2,387
+5% +$57.8K 0.03% 540
2026
Q1 		$1.13M Buy
46,514
+190
+0.4% +$4.6K 0.03% 529
2025
Q4 		$1.12M Buy
+46,324
New +$1.12M 0.03% 495
2025
Q3 		– Sell
-41,097
Closed -$997K – 1331
2025
Q2 		$997K Sell
41,097
-354
-0.9% -$8.55K 0.03% 502
2025
Q1 		$1M Buy
41,451
+3,000
+8% +$72.4K 0.03% 492
2024
Q4 		$926K Buy
38,451
+801
+2% +$19.3K 0.03% 516
2024
Q3 		$915K Buy
37,650
+350
+0.9% +$8.43K 0.03% 530
2024
Q2 		$888K Buy
37,300
+2,361
+7% +$56.1K 0.03% 511
2024
Q1 		$833K Buy
+34,939
New +$833K 0.03% 558
2023
Q3 		– Sell
-9,903
Closed -$232K – 1247
2023
Q2 		$232K Buy
9,903
+384
+4% +$9.07K 0.01% 1036
2023
Q1 		$226K Buy
+9,519
New +$224K 0.01% 1122

Other funds holding IBDR

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sigma Planning Corp's IBDR Position: Q3 2026 in Review

Sigma Planning Corp reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 24% in Q3 2026, selling an estimated $279K and leaving 37,376 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #622.

Sigma Planning Corp first reported a position in IBDR in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q2 2026. 133 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Sigma Planning Corp held 37,376 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $906K as of Q3 2026.
  • Sigma Planning Corp sold 11,525 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $279K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #622 holding.
  • Sigma Planning Corp first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 12 quarters since.
  • Sigma Planning Corp's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.18M in Q2 2026.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.