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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 – 1336
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

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sigma Planning Corp's IBTH Position: Q3 2025 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2025, closing a stake of 44,256 shares — an estimated $995K sold.

Sigma Planning Corp first reported a position in IBTH in Q4 2023 and held it in 7 quarters. The position peaked at $1.84M in Q1 2024. 275 funds tracked by Wall St. Rank hold IBTH as of Q3 2025.

  • Sigma Planning Corp reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 44,256 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2025, an estimated $995K.
  • Sigma Planning Corp first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and held it in 7 quarters.
  • Sigma Planning Corp's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.84M in Q1 2024.
  • 275 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.