Sigma Planning Corp’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,945	Closed	-$239K	–	1335
2025 Q2	$239K	Sell	8,945 -4,122	-32%	-$110K	0.01%	1090
2025 Q1	$350K	Buy	+13,067	New	+$349K	0.01%	884
2024 Q2	–	Sell	-8,599	Closed	-$228K	–	1226
2024 Q1	$228K	Buy	+8,599	New	+$228K	0.01%	1084
2023 Q4	–	Sell	-10,319	Closed	-$269K	–	1003
2023 Q3	$269K	Buy	10,319 +37	+0.4%	+$972	0.01%	965
2023 Q2	$271K	Buy	+10,282	New	+$271K	0.01%	982
2021 Q4	–	Sell	-8,101	Closed	-$226K	–	1422
2021 Q3	$226K	Buy	8,101 +14	+0.2%	+$393	0.01%	1204
2021 Q2	$226K	Buy	8,087 +901	+13%	+$25.2K	0.01%	1227
2021 Q1	$201K	Buy	7,186 +9	+0.1%	+$253	0.01%	1221
2020 Q4	$202K	Buy	+7,177	New	+$202K	0.01%	1105

Other funds holding IBMN

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Sigma Planning Corp's IBMN Position: Q3 2025 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 8,945 shares — an estimated $239K sold.

Sigma Planning Corp first reported a position in IBMN in Q4 2020 and held it in 9 quarters. The position peaked at $350K in Q1 2025. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

Sigma Planning Corp reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Sigma Planning Corp sold 8,945 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $239K.
Sigma Planning Corp first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2020 and held it in 9 quarters.
Sigma Planning Corp's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $350K in Q1 2025.
158 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.