SPC
IBMO icon

Sigma Planning Corp’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Sigma Planning Corp’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,040
Closed -$204K – 1227
2024
Q1 		$204K Buy
+8,040
New +$204K 0.01% 1130
2023
Q4 		– Sell
-8,985
Closed -$223K – 1004
2023
Q3 		$223K Buy
8,985
+37
+0.4% +$927 0.01% 1048
2023
Q2 		$225K Buy
+8,948
New +$226K 0.01% 1052

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Sigma Planning Corp sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2024, closing a stake of 8,040 shares — an estimated $204K sold.

Sigma Planning Corp first reported a position in IBMO in Q2 2023 and held it in 3 quarters. The position peaked at $225K in Q2 2023. 155 funds tracked by Wall St. Rank hold IBMO as of Q2 2024.

  • Sigma Planning Corp reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 8,040 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2024, an estimated $204K.
  • Sigma Planning Corp first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2023 and held it in 3 quarters.
  • Sigma Planning Corp's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $225K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2024.

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