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Sigma Planning Corp’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Sigma Planning Corp’s Portfolio ILTB Stock Details ILTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,215
Closed -$232K – 1431
2021
Q4 		$232K Buy
3,215
+27
+0.8% +$1.95K 0.01% 1214
2021
Q3 		$228K Buy
3,188
+80
+3% +$5.88K 0.01% 1197
2021
Q2 		$225K Sell
3,108
-511
-14% -$35.9K 0.01% 1232
2021
Q1 		$248K Buy
3,619
+208
+6% +$14.9K 0.01% 1095
2020
Q4 		$261K Buy
+3,411
New +$258K 0.01% 970
2020
Q1 		– Sell
-14,826
Closed -$1.01M – 1012
2019
Q4 		$1.01M Buy
14,826
+6,900
+87% +$473K 0.04% 403
2019
Q3 		$550K Sell
7,926
-1,604
-17% -$109K 0.03% 546
2019
Q2 		$629K Sell
9,530
-760
-7% -$47.9K 0.03% 475
2019
Q1 		$645K Sell
10,290
-550
-5% -$33.2K 0.04% 441
2018
Q4 		$640K Sell
10,840
-2,187
-17% -$127K 0.05% 367
2018
Q3 		$777K Sell
13,027
-11,347
-47% -$682K 0.05% 355
2018
Q2 		$1.47M Sell
24,374
-9,716
-29% -$585K 0.1% 211
2018
Q1 		$2.11M Buy
34,090
+17,626
+107% +$1.09M 0.15% 157
2017
Q4 		$1.07M Buy
16,464
+12,919
+364% +$827K 0.08% 256
2017
Q3 		$226K Sell
3,545
-26
-0.7% -$1.66K 0.02% 719
2017
Q2 		$227K Sell
3,571
-99
-3% -$6.21K 0.02% 660
2017
Q1 		$226K Buy
+3,670
New +$224K 0.02% 658
2016
Q4 		– Sell
-4,457
Closed -$297K – 781
2016
Q3 		$297K Buy
+4,457
New +$298K 0.04% 522
2016
Q1 		– Sell
-3,887
Closed -$227K – 736
2015
Q4 		$227K Buy
3,887
+531
+16% +$31.7K 0.03% 552
2015
Q3 		$201K Sell
3,356
-262
-7% -$15.7K 0.03% 575
2015
Q2 		$214K Sell
3,618
-2,973
-45% -$183K 0.03% 604
2015
Q1 		$429K Buy
+6,591
New +$428K 0.06% 393

Other funds holding ILTB

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Sigma Planning Corp's ILTB Position: Q1 2022 in Review

Sigma Planning Corp sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2022, closing a stake of 3,215 shares — an estimated $232K sold.

Sigma Planning Corp first reported a position in ILTB in Q1 2015 and held it in 22 quarters. The position peaked at $2.11M in Q1 2018. 69 funds tracked by Wall St. Rank hold ILTB as of Q1 2022.

  • Sigma Planning Corp reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 3,215 iShares Core 10+ Year USD Bond ETF shares in Q1 2022, an estimated $232K.
  • Sigma Planning Corp first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2015 and held it in 22 quarters.
  • Sigma Planning Corp's iShares Core 10+ Year USD Bond ETF position peaked at $2.11M in Q1 2018.
  • 69 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.