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	–	1349
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

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sigma Planning Corp's IBTG Position: Q4 2025 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2025, closing a stake of 11,771 shares — an estimated $270K sold.

Sigma Planning Corp first reported a position in IBTG in Q4 2023 and held it in 8 quarters. The position peaked at $2.16M in Q1 2024. 312 funds tracked by Wall St. Rank hold IBTG as of Q4 2025.

Sigma Planning Corp reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Sigma Planning Corp sold 11,771 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2025, an estimated $270K.
Sigma Planning Corp first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Sigma Planning Corp's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.16M in Q1 2024.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.