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Sigma Planning Corp’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Sigma Planning Corp’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,771
Closed -$270K – 1351
2025
Q3 		$270K Sell
11,771
-36,771
-76% -$842K 0.01% 1068
2025
Q2 		$1.11M Sell
48,542
-783
-2% -$17.9K 0.03% 469
2025
Q1 		$1.13M Buy
49,325
+3,015
+7% +$68.9K 0.04% 451
2024
Q4 		$1.06M Buy
46,310
+1,194
+3% +$27.3K 0.03% 473
2024
Q3 		$1.04M Sell
45,116
-4,008
-8% -$91.7K 0.03% 485
2024
Q2 		$1.11M Sell
49,124
-45,984
-48% -$1.04M 0.04% 451
2024
Q1 		$2.16M Buy
95,108
+71,730
+307% +$1.63M 0.07% 288
2023
Q4 		$534K Buy
+23,378
New +$528K 0.04% 436

Other funds holding IBTG

HPC
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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return