Sigma Planning Corp
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Sigma Planning Corp’s iShares Bitcoin Trust IBIT Stock Holding History

Sigma Planning Corp’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$458K Buy
9,665
+577
+6% +$23.3K 0.01% 877
2026
Q2 		$303K Sell
9,088
-261
-3% -$10.6K 0.01% 1124
2026
Q1 		$359K Buy
9,349
+59
+0.6% +$2.56K 0.01% 974
2025
Q4 		$446K Buy
9,290
+3,500
+60% +$199K 0.01% 841
2025
Q3 		$376K Buy
+5,790
New +$377K 0.01% 938

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return

Sigma Planning Corp's IBIT Position: Q3 2026 in Review

Sigma Planning Corp increased its iShares Bitcoin Trust (IBIT) stake by 6.3% in Q3 2026, buying an estimated $23.3K and bringing the position to 9,665 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #877.

Sigma Planning Corp first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. 1,005 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Sigma Planning Corp held 9,665 shares of iShares Bitcoin Trust worth $458K as of Q3 2026.
  • Sigma Planning Corp bought 577 iShares Bitcoin Trust shares in Q3 2026, an estimated $23.3K.
  • iShares Bitcoin Trust made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #877 holding.
  • Sigma Planning Corp first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
  • 1,005 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.