Sigma Planning Corp’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Sigma Planning Corp’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-50,210	Closed	-$1.22M	–	1332
2025 Q2	$1.22M	Buy	50,210 +2,742	+6%	+$66.2K	0.04%	443
2025 Q1	$1.15M	Buy	+47,468	New	+$1.14M	0.04%	446

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Sigma Planning Corp's IBDS Position: Q3 2025 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2025, closing a stake of 50,210 shares — an estimated $1.22M sold.

Sigma Planning Corp first reported a position in IBDS in Q1 2025 and held it in 2 quarters. The position peaked at $1.22M in Q2 2025. 378 funds tracked by Wall St. Rank hold IBDS as of Q3 2025.

Sigma Planning Corp reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Sigma Planning Corp sold 50,210 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2025, an estimated $1.22M.
Sigma Planning Corp first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and held it in 2 quarters.
Sigma Planning Corp's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.22M in Q2 2025.
378 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.