SPC
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Sigma Planning Corp’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Sigma Planning Corp’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-44,256
Closed -$995K – 1337
2025
Q2 		$995K Buy
44,256
+591
+1% +$13.2K 0.03% 503
2025
Q1 		$979K Buy
43,665
+9,338
+27% +$208K 0.03% 499
2024
Q4 		$762K Sell
34,327
-112
-0.3% -$2.5K 0.02% 585
2024
Q3 		$780K Sell
34,439
-202
-0.6% -$4.53K 0.02% 576
2024
Q2 		$765K Sell
34,641
-48,238
-58% -$1.06M 0.02% 562
2024
Q1 		$1.84M Buy
82,879
+63,644
+331% +$1.41M 0.06% 334
2023
Q4 		$431K Buy
+19,235
New +$422K 0.03% 505

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