Sigma Planning Corp’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-33,232	Closed	-$786K	–	1213
2023 Q3	$786K	Sell	33,232 -1,871	-5%	-$44.2K	0.03%	545
2023 Q2	$830K	Sell	35,103 -11,045	-24%	-$260K	0.03%	536
2023 Q1	$1.09M	Buy	46,148 +13,855	+43%	+$326K	0.04%	472
2022 Q4	$758K	Buy	32,293 +18,537	+135%	+$434K	0.03%	591
2022 Q3	$321K	Buy	+13,756	New	+$323K	0.01%	923

Other funds holding IBHC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sigma Planning Corp's IBHC Position: Q4 2023 in Review

Sigma Planning Corp sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 33,232 shares — an estimated $786K sold.

Sigma Planning Corp first reported a position in IBHC in Q3 2022 and held it in 5 quarters. The position peaked at $1.09M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Sigma Planning Corp reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Sigma Planning Corp sold 33,232 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $786K.
Sigma Planning Corp first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2022 and held it in 5 quarters.
Sigma Planning Corp's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $1.09M in Q1 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.