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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sigma Planning Corp's IBDR Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.41% in Q1 2026, buying an estimated $4.6K and bringing the position to 46,514 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #529.

Sigma Planning Corp first reported a position in IBDR in Q1 2023 and has held it in 10 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Sigma Planning Corp held 46,514 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.13M as of Q1 2026.
Sigma Planning Corp bought 190 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $4.6K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #529 holding.
Sigma Planning Corp first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 10 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.