Sigma Planning Corp’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-19,439	Closed	-$451K	–	1346
2025 Q3	$451K	Buy	19,439 +257	+1%	+$5.96K	0.01%	864
2025 Q2	$446K	Sell	19,182 -5,016	-21%	-$116K	0.01%	831
2025 Q1	$562K	Sell	24,198 -17,427	-42%	-$405K	0.02%	684
2024 Q4	$966K	Buy	41,625 +337	+0.8%	+$7.82K	0.03%	497
2024 Q3	$962K	Buy	41,288 +135	+0.3%	+$3.13K	0.03%	515
2024 Q2	$958K	Buy	41,153 +2,682	+7%	+$62.4K	0.03%	496
2024 Q1	$899K	Buy	+38,471	New	+$894K	0.03%	537
2023 Q4	–	Sell	-9,143	Closed	-$210K	–	1002
2023 Q3	$210K	Buy	+9,143	New	+$210K	0.01%	1069

Other funds holding IBHE

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

Sigma Planning Corp's IBHE Position: Q4 2025 in Review

Sigma Planning Corp sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 19,439 shares — an estimated $451K sold.

Sigma Planning Corp first reported a position in IBHE in Q3 2023 and held it in 8 quarters. The position peaked at $966K in Q4 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Sigma Planning Corp reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Sigma Planning Corp sold 19,439 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $451K.
Sigma Planning Corp first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2023 and held it in 8 quarters.
Sigma Planning Corp's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $966K in Q4 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.