Sigma Planning Corp’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Sigma Planning Corp’s Portfolio IBMK Stock Details IBMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-9,718	Closed	-$254K	–	1500
2021 Q3	$254K	Buy	9,718 +28	+0.3%	+$734	0.01%	1150
2021 Q2	$254K	Buy	9,690 +706	+8%	+$18.6K	0.01%	1180
2021 Q1	$237K	Buy	8,984 +19	+0.2%	+$501	0.01%	1118
2020 Q4	$236K	Buy	8,965 +794	+10%	+$21K	0.01%	1012
2020 Q3	$217K	Buy	8,171 +28	+0.3%	+$742	0.01%	926
2020 Q2	$215K	Buy	+8,143	New	+$214K	0.01%	912

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sigma Planning Corp's IBMK Position: Q4 2021 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2021, closing a stake of 9,718 shares — an estimated $254K sold.

Sigma Planning Corp first reported a position in IBMK in Q2 2020 and held it in 6 quarters. The position peaked at $254K in Q3 2021. 145 funds tracked by Wall St. Rank hold IBMK as of Q4 2021.

Sigma Planning Corp reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Sigma Planning Corp sold 9,718 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2021, an estimated $254K.
Sigma Planning Corp first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2020 and held it in 6 quarters.
Sigma Planning Corp's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $254K in Q3 2021.
145 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.