Sigma Planning Corp’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,085	Closed	-$262K	–	1289
2024 Q1	$262K	Buy	+10,085	New	+$262K	0.01%	1018
2023 Q4	–	Sell	-12,537	Closed	-$322K	–	1228
2023 Q3	$322K	Buy	12,537 +1,790	+17%	+$46.1K	0.01%	892
2023 Q2	$277K	Buy	+10,747	New	+$276K	0.01%	973
2021 Q4	–	Sell	-8,423	Closed	-$227K	–	1512
2021 Q3	$227K	Buy	8,423 +17	+0.2%	+$459	0.01%	1202
2021 Q2	$227K	Buy	8,406 +665	+9%	+$18K	0.01%	1223
2021 Q1	$209K	Buy	7,741 +12	+0.2%	+$325	0.01%	1191
2020 Q4	$209K	Buy	+7,729	New	+$209K	0.01%	1088

Other funds holding IBMM

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sigma Planning Corp's IBMM Position: Q2 2024 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2024, closing a stake of 10,085 shares — an estimated $262K sold.

Sigma Planning Corp first reported a position in IBMM in Q4 2020 and held it in 7 quarters. The position peaked at $322K in Q3 2023. 164 funds tracked by Wall St. Rank hold IBMM as of Q2 2024.

Sigma Planning Corp reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Sigma Planning Corp sold 10,085 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2024, an estimated $262K.
Sigma Planning Corp first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2020 and held it in 7 quarters.
Sigma Planning Corp's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $322K in Q3 2023.
164 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.