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Sigma Planning Corp’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Sigma Planning Corp’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.93M Buy
82,373
+5,016
+6% +$117K 0.05% 377
2026
Q1 		$1.8M Buy
77,357
+20,535
+36% +$483K 0.05% 366
2025
Q4 		$1.34M Buy
56,822
+12,505
+28% +$295K 0.04% 441
2025
Q3 		$1.06M Buy
44,317
+8,577
+24% +$203K 0.03% 505
2025
Q2 		$847K Buy
35,740
+5,911
+20% +$137K 0.03% 555
2025
Q1 		$693K Buy
29,829
+3,548
+14% +$83.5K 0.02% 610
2024
Q4 		$616K Buy
26,281
+14,737
+128% +$349K 0.02% 657
2024
Q3 		$276K Buy
+11,544
New +$271K 0.01% 992

Other funds holding IBHI

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sigma Planning Corp's IBHI Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 6.5% in Q2 2026, buying an estimated $117K and bringing the position to 82,373 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #377.

Sigma Planning Corp first reported a position in IBHI in Q3 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Sigma Planning Corp held 82,373 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.93M as of Q2 2026.
  • Sigma Planning Corp bought 5,016 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $117K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.05% of Sigma Planning Corp's portfolio in Q2 2026, its #377 holding.
  • Sigma Planning Corp first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.