SPC
IBHD

Sigma Planning Corp’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Sigma Planning Corp’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,449
Closed -$546K – 1273
2024
Q3 		$546K Buy
23,449
+710
+3% +$16.5K 0.02% 712
2024
Q2 		$528K Buy
22,739
+1,521
+7% +$35.3K 0.02% 701
2024
Q1 		$495K Sell
21,218
-3,330
-14% -$77.5K 0.02% 764
2023
Q4 		$570K Sell
24,548
-23,583
-49% -$545K 0.04% 418
2023
Q3 		$1.12M Buy
48,131
+10,718
+29% +$248K 0.04% 423
2023
Q2 		$864K Buy
37,413
+10,544
+39% +$242K 0.03% 526
2023
Q1 		$621K Buy
26,869
+12,915
+93% +$297K 0.02% 712
2022
Q4 		$317K Buy
+13,954
New +$316K 0.01% 941

Other funds holding IBHD

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

Sigma Planning Corp's IBHD Position: Q4 2024 in Review

Sigma Planning Corp sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 23,449 shares — an estimated $546K sold.

Sigma Planning Corp first reported a position in IBHD in Q4 2022 and held it in 8 quarters. The position peaked at $1.12M in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Sigma Planning Corp reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 23,449 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $546K.
  • Sigma Planning Corp first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 8 quarters.
  • Sigma Planning Corp's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.12M in Q3 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.