SPC
IBTB

Sigma Planning Corp’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Sigma Planning Corp’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25,281
Closed -$642K – 1359
2022
Q3 		$642K Buy
25,281
+6,477
+34% +$164K 0.02% 635
2022
Q2 		$476K Buy
+18,804
New +$477K 0.02% 772

Other funds holding IBTB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sigma Planning Corp's IBTB Position: Q4 2022 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 25,281 shares — an estimated $642K sold.

Sigma Planning Corp first reported a position in IBTB in Q2 2022 and held it in 2 quarters. The position peaked at $642K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Sigma Planning Corp reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 25,281 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $642K.
  • Sigma Planning Corp first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Sigma Planning Corp's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $642K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.