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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Sell
48,542
-783
-2% -$18K 0.03% 469
2025
Q1
$1.13M Buy
49,325
+3,015
+7% +$69.2K 0.04% 451
2024
Q4
$1.06M Buy
46,310
+1,194
+3% +$27.2K 0.03% 473
2024
Q3
$1.04M Sell
45,116
-4,008
-8% -$92.4K 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 +$534K 0.04% 436