Sigma Planning Corp’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,880	Closed	-$278K	–	1217
2023 Q3	$278K	Buy	10,880 +49	+0.5%	+$1.25K	0.01%	951
2023 Q2	$276K	Buy	+10,831	New	+$275K	0.01%	974
2021 Q4	–	Sell	-8,721	Closed	-$227K	–	1495
2021 Q3	$227K	Buy	8,721 +23	+0.3%	+$600	0.01%	1200
2021 Q2	$227K	Buy	8,698 +698	+9%	+$18.2K	0.01%	1222
2021 Q1	$209K	Buy	8,000 +16	+0.2%	+$419	0.01%	1190
2020 Q4	$209K	Buy	+7,984	New	+$209K	0.01%	1087

Other funds holding IBML

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Sigma Planning Corp's IBML Position: Q4 2023 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 10,880 shares — an estimated $278K sold.

Sigma Planning Corp first reported a position in IBML in Q4 2020 and held it in 6 quarters. The position peaked at $278K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Sigma Planning Corp reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Sigma Planning Corp sold 10,880 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $278K.
Sigma Planning Corp first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2020 and held it in 6 quarters.
Sigma Planning Corp's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $278K in Q3 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.