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Sigma Planning Corp’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Sigma Planning Corp’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$349K Buy
7,212
+426
+6% +$20.8K 0.01% 985
2025
Q4 		$331K Buy
6,786
+361
+6% +$17.6K 0.01% 977
2025
Q3 		$314K Buy
+6,425
New +$313K 0.01% 1019
2024
Q2 		– Sell
-6,791
Closed -$322K – 1231
2024
Q1 		$322K Buy
+6,791
New +$322K 0.01% 927
2023
Q4 		– Sell
-87,727
Closed -$4.07M – 1022
2023
Q3 		$4.07M Buy
87,727
+1,729
+2% +$80.5K 0.15% 137
2023
Q2 		$4.01M Sell
85,998
-29,145
-25% -$1.37M 0.14% 140
2023
Q1 		$5.43M Sell
115,143
-99,260
-46% -$4.65M 0.18% 121
2022
Q4 		$9.96M Sell
214,403
-19,492
-8% -$902K 0.36% 53
2022
Q3 		$10.8M Sell
233,895
-7,891
-3% -$372K 0.41% 41
2022
Q2 		$11.5M Sell
241,786
-13,478
-5% -$643K 0.4% 46
2022
Q1 		$12.4M Buy
255,264
+34,616
+16% +$1.71M 0.37% 47
2021
Q4 		$11.1M Sell
220,648
-8,045
-4% -$407K 0.31% 63
2021
Q3 		$11.7M Buy
228,693
+4,469
+2% +$229K 0.35% 49
2021
Q2 		$11.5M Buy
224,224
+13,518
+6% +$694K 0.34% 52
2021
Q1 		$10.8M Buy
210,706
+127,776
+154% +$6.58M 0.35% 58
2020
Q4 		$4.28M Buy
82,930
+6,142
+8% +$316K 0.15% 154
2020
Q3 		$3.96M Buy
76,788
+3,460
+5% +$178K 0.16% 138
2020
Q2 		$3.77M Sell
73,328
-12,950
-15% -$662K 0.17% 137
2020
Q1 		$4.36M Buy
86,278
+10,995
+15% +$555K 0.26% 78
2019
Q4 		$3.79M Sell
75,283
-2,712
-3% -$137K 0.16% 139
2019
Q3 		$3.94M Sell
77,995
-5,960
-7% -$300K 0.19% 128
2019
Q2 		$4.23M Buy
83,955
+9,692
+13% +$484K 0.22% 108
2019
Q1 		$3.7M Sell
74,263
-120,760
-62% -$5.97M 0.21% 119
2018
Q4 		$9.57M Buy
195,023
+63,646
+48% +$3.11M 0.7% 25
2018
Q3 		$6.44M Buy
131,377
+37,947
+41% +$1.86M 0.38% 51
2018
Q2 		$4.59M Sell
93,430
-72,154
-44% -$3.54M 0.31% 68
2018
Q1 		$8.17M Buy
165,584
+65,154
+65% +$3.22M 0.6% 33
2017
Q4 		$5M Sell
100,430
-18,546
-16% -$927K 0.39% 49
2017
Q3 		$5.98M Sell
118,976
-31,774
-21% -$1.6M 0.49% 35
2017
Q2 		$7.58M Sell
150,750
-7,246
-5% -$364K 0.71% 21
2017
Q1 		$7.92M Buy
157,996
+29,673
+23% +$1.49M 0.77% 19
2016
Q4 		$6.42M Buy
128,323
+119
+0.1% +$5.97K 0.7% 30
2016
Q3 		$6.49M Buy
128,204
+30,196
+31% +$1.53M 0.77% 18
2016
Q2 		$4.98M Buy
98,008
+25,014
+34% +$1.26M 0.65% 31
2016
Q1 		$3.67M Buy
72,994
+62,220
+578% +$3.1M 0.5% 40
2015
Q4 		$535K Sell
10,774
-72
-0.7% -$3.6K 0.07% 296
2015
Q3 		$544K Buy
10,846
+816
+8% +$40.9K 0.09% 276
2015
Q2 		$503K Sell
10,030
-272
-3% -$13.7K 0.07% 334
2015
Q1 		$520K Buy
10,302
+2,406
+30% +$121K 0.07% 331
2014
Q4 		$396K Buy
+7,896
New +$396K 0.05% 396

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

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

Sigma Planning Corp increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 6.3% in Q1 2026, buying an estimated $20.8K and bringing the position to 7,212 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #985.

Sigma Planning Corp first reported a position in ISTB in Q4 2014 and has held it in 40 quarters since. The position peaked at $12.4M in Q1 2022. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Sigma Planning Corp held 7,212 shares of iShares Core 1-5 Year USD Bond ETF worth $349K as of Q1 2026.
  • Sigma Planning Corp bought 426 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $20.8K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #985 holding.
  • Sigma Planning Corp first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2014 and has held it in 40 quarters since.
  • Sigma Planning Corp's iShares Core 1-5 Year USD Bond ETF position peaked at $12.4M in Q1 2022.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

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