SPC
IGSB icon

Sigma Planning Corp’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sigma Planning Corp’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.6M Buy
239,111
+8,736
+4% +$462K 0.35% 46
2025
Q4 		$12.2M Buy
230,375
+10,439
+5% +$553K 0.34% 49
2025
Q3 		$11.7M Buy
219,936
+30,753
+16% +$1.62M 0.33% 47
2025
Q2 		$9.98M Sell
189,183
-4,073
-2% -$213K 0.3% 58
2025
Q1 		$10.1M Buy
193,256
+101,226
+110% +$5.26M 0.32% 53
2024
Q4 		$4.76M Buy
92,030
+816
+0.9% +$42.4K 0.15% 138
2024
Q3 		$4.8M Buy
91,214
+9,590
+12% +$499K 0.15% 134
2024
Q2 		$4.18M Sell
81,624
-4,660
-5% -$238K 0.13% 155
2024
Q1 		$4.42M Buy
86,284
+49,270
+133% +$2.52M 0.14% 151
2023
Q4 		$1.9M Sell
37,014
-264,682
-88% -$13.3M 0.15% 145
2023
Q3 		$15M Buy
301,696
+13,306
+5% +$666K 0.56% 27
2023
Q2 		$14.5M Buy
288,390
+21,092
+8% +$1.06M 0.52% 30
2023
Q1 		$13.5M Buy
267,298
+243,600
+1,028% +$12.2M 0.45% 36
2022
Q4 		$1.18M Sell
23,698
-6,908
-23% -$342K 0.04% 424
2022
Q3 		$1.51M Buy
30,606
+11,963
+64% +$604K 0.06% 327
2022
Q2 		$942K Sell
18,643
-11,475
-38% -$584K 0.03% 484
2022
Q1 		$1.56M Sell
30,118
-14,428
-32% -$761K 0.05% 385
2021
Q4 		$2.4M Sell
44,546
-56,769
-56% -$3.07M 0.07% 292
2021
Q3 		$5.54M Sell
101,315
-3,853
-4% -$211K 0.17% 130
2021
Q2 		$5.76M Buy
105,168
+37,017
+54% +$2.03M 0.17% 126
2021
Q1 		$3.73M Buy
68,151
+16,500
+32% +$906K 0.12% 206
2020
Q4 		$2.85M Buy
51,651
+3,675
+8% +$202K 0.1% 214
2020
Q3 		$2.63M Buy
47,976
+10,657
+29% +$585K 0.1% 206
2020
Q2 		$2.04M Buy
37,319
+21,701
+139% +$1.17M 0.09% 235
2020
Q1 		$818K Sell
15,618
-500
-3% -$26.6K 0.05% 364
2019
Q4 		$864K Buy
16,118
+764
+5% +$41K 0.04% 443
2019
Q3 		$824K Buy
15,354
+1,343
+10% +$71.8K 0.04% 426
2019
Q2 		$749K Sell
14,011
-3,992
-22% -$211K 0.04% 421
2019
Q1 		$951K Buy
18,003
+3,217
+22% +$168K 0.05% 326
2018
Q4 		$764K Buy
14,786
+8,878
+150% +$458K 0.06% 309
2018
Q3 		$306K Sell
5,908
-1,310
-18% -$67.9K 0.02% 675
2018
Q2 		$374K Sell
7,218
-614
-8% -$31.8K 0.03% 550
2018
Q1 		$407K Sell
7,832
-2,060
-21% -$107K 0.03% 497
2017
Q4 		$517K Sell
9,892
-2,758
-22% -$145K 0.04% 432
2017
Q3 		$666K Sell
12,650
-566
-4% -$29.8K 0.05% 345
2017
Q2 		$696K Buy
13,216
+8,188
+163% +$431K 0.07% 326
2017
Q1 		$265K Buy
5,028
+1,042
+26% +$54.7K 0.03% 612
2016
Q4 		$209K Sell
3,986
-324
-8% -$17K 0.02% 629
2016
Q3 		$228K Sell
4,310
-1,302
-23% -$68.9K 0.03% 603
2016
Q2 		$298K Buy
5,612
+806
+17% +$42.5K 0.04% 479
2016
Q1 		$253K Sell
4,806
-166
-3% -$8.7K 0.03% 512
2015
Q4 		$260K Buy
+4,972
New +$261K 0.04% 502
2015
Q1 		– Sell
-6,066
Closed -$319K – 772
2014
Q4 		$319K Buy
+6,066
New +$319K 0.04% 479

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sigma Planning Corp's IGSB Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.8% in Q1 2026, buying an estimated $462K and bringing the position to 239,111 shares worth $12.6M. The position accounts for 0.35% of the portfolio, ranked #46.

Sigma Planning Corp first reported a position in IGSB in Q4 2014 and has held it in 43 quarters since. The position peaked at $15M in Q3 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Sigma Planning Corp held 239,111 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $12.6M as of Q1 2026.
  • Sigma Planning Corp bought 8,736 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $462K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.35% of Sigma Planning Corp's portfolio in Q1 2026, its #46 holding.
  • Sigma Planning Corp first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 43 quarters since.
  • Sigma Planning Corp's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15M in Q3 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.