SPC
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Sigma Planning Corp’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Sigma Planning Corp’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35,007
Closed -$789K – 1334
2025
Q2 		$789K Buy
35,007
+1,958
+6% +$43.5K 0.02% 586
2025
Q1 		$738K Buy
+33,049
New +$740K 0.02% 586

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

Sigma Planning Corp sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q3 2025, closing a stake of 35,007 shares — an estimated $789K sold.

Sigma Planning Corp first reported a position in IBHG in Q1 2025 and held it in 2 quarters. The position peaked at $789K in Q2 2025. 94 funds tracked by Wall St. Rank hold IBHG as of Q3 2025.

  • Sigma Planning Corp reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 35,007 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2025, an estimated $789K.
  • Sigma Planning Corp first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2025 and held it in 2 quarters.
  • Sigma Planning Corp's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $789K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2025.

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