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Sigma Planning Corp’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Sigma Planning Corp’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,784
Closed -$228K – 1441
2026
Q1 		$228K Buy
8,784
+193
+2% +$4.96K 0.01% 1178
2025
Q4 		$220K Sell
8,591
-8,971
-51% -$231K 0.01% 1176
2025
Q3 		$455K Sell
17,562
-258
-1% -$6.66K 0.01% 860
2025
Q2 		$463K Sell
17,820
-7,381
-29% -$191K 0.01% 809
2025
Q1 		$655K Buy
+25,201
New +$648K 0.02% 629

Other funds holding IBIC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Sigma Planning Corp sold out of iShares iBonds Oct 2026 Term TIPS ETF (IBIC) in Q2 2026, closing a stake of 8,784 shares — an estimated $228K sold.

Sigma Planning Corp first reported a position in IBIC in Q1 2025 and held it in 5 quarters. The position peaked at $655K in Q1 2025. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • Sigma Planning Corp reported no remaining iShares iBonds Oct 2026 Term TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 8,784 iShares iBonds Oct 2026 Term TIPS ETF shares in Q2 2026, an estimated $228K.
  • Sigma Planning Corp first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q1 2025 and held it in 5 quarters.
  • Sigma Planning Corp's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $655K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

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