Sigma Investment Counselors Inc Ishares Tr Ibonds Dec 2029 Ter Transaction History
Sigma Investment Counselors Inc
- $1.88 Billion
- Q3 2025
A detailed history of Sigma Investment Counselors Inc transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Sigma Investment Counselors Inc holds 1,485,226 shares of IBDU stock, worth $35 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
1,485,226
Previous 1,442,239
2.98%
Holding current value
$35 Million
Previous $33.6 Million
3.6%
% of portfolio
1.85%
Previous 1.89%
Shares
13 transactions
Others Institutions Holding IBDU
# of Institutions
337Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$150 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Capital Advisors Inc4.67MShares$110 Million1.87% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.54MShares$83.3 Million7.36% of portfolio