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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Sigma Planning Corp's IBDR Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 5.1% in Q2 2026, buying an estimated $57.8K and bringing the position to 48,901 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #540.

Sigma Planning Corp first reported a position in IBDR in Q1 2023 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Sigma Planning Corp held 48,901 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.18M as of Q2 2026.
Sigma Planning Corp bought 2,387 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $57.8K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #540 holding.
Sigma Planning Corp first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 11 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.