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 Q3	$1.96M	Buy	85,752 +3,379	+4%	+$78.5K	0.05%	358
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

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Sigma Planning Corp's IBHI Position: Q3 2026 in Review

Sigma Planning Corp increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 4.1% in Q3 2026, buying an estimated $78.5K and bringing the position to 85,752 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #358.

Sigma Planning Corp first reported a position in IBHI in Q3 2024 and has held it in 9 quarters since. 28 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

Sigma Planning Corp held 85,752 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.96M as of Q3 2026.
Sigma Planning Corp bought 3,379 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $78.5K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #358 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 9 quarters since.
28 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.