Sigma Planning Corp’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,791	Closed	-$252K	–	1345
2025 Q3	$252K	Buy	+10,791	New	+$251K	0.01%	1108
2025 Q1	–	Sell	-23,518	Closed	-$544K	–	1240
2024 Q4	$544K	Buy	23,518 +4,704	+25%	+$109K	0.02%	708
2024 Q3	$440K	Buy	18,814 +2,065	+12%	+$47.7K	0.01%	788
2024 Q2	$384K	Buy	16,749 +4,870	+41%	+$111K	0.01%	830
2024 Q1	$274K	Buy	+11,879	New	+$272K	0.01%	997

Other funds holding IBHF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Sigma Planning Corp sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q4 2025, closing a stake of 10,791 shares — an estimated $252K sold.

Sigma Planning Corp first reported a position in IBHF in Q1 2024 and held it in 5 quarters. The position peaked at $544K in Q4 2024. 174 funds tracked by Wall St. Rank hold IBHF as of Q4 2025.

Sigma Planning Corp reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Sigma Planning Corp sold 10,791 iShares iBonds 2026 Term High Yield and Income ETF shares in Q4 2025, an estimated $252K.
Sigma Planning Corp first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and held it in 5 quarters.
Sigma Planning Corp's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $544K in Q4 2024.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 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.