SPC
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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
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
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return