Ownership history in Sigma Planning Corp Β· 12 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in ISHARES TR (IBDQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Sigma Planning Corp underperformed the S&P 500 by β17.1% annually on this IBDQ position. Timing score: 50% (5/10 decisions correct). Average cost basis: $22.80. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 17.1% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $22.11 (2023 Q1) Β· Worst: $23.86 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 6 trims. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size