Sigma Planning Corp’s iShares Core Universal USD Bond ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.25M | Buy |
48,736
+1,733
| +4% | +$80.8K | 0.06% | 313 |
|
|
2025
Q4 | $2.19M | Sell |
47,003
-2,526
| -5% | -$118K | 0.06% | 313 |
|
|
2025
Q3 | $2.31M | Sell |
49,529
-7,456
| -13% | -$345K | 0.07% | 288 |
|
|
2025
Q2 | $2.63M | Sell |
56,985
-6,050
| -10% | -$276K | 0.08% | 247 |
|
|
2025
Q1 | $2.9M | Buy |
63,035
+1,516
| +2% | +$69.1K | 0.09% | 219 |
|
|
2024
Q4 | $2.78M | Sell |
61,519
-7,760
| -11% | -$356K | 0.09% | 220 |
|
|
2024
Q3 | $3.26M | Sell |
69,279
-14,831
| -18% | -$688K | 0.1% | 197 |
|
|
2024
Q2 | $3.8M | Sell |
84,110
-1,101
| -1% | -$49.5K | 0.12% | 167 |
|
|
2024
Q1 | $3.88M | Buy |
85,211
+63,135
| +286% | +$2.87M | 0.12% | 170 |
|
|
2023
Q4 | $1.02M | Sell |
22,076
-136,716
| -86% | -$6.04M | 0.08% | 265 |
|
|
2023
Q3 | $6.94M | Buy |
158,792
+16,372
| +11% | +$732K | 0.26% | 73 |
|
|
2023
Q2 | $6.48M | Buy |
142,420
+18,417
| +15% | +$843K | 0.23% | 80 |
|
|
2023
Q1 | $5.72M | Buy |
124,003
+78,732
| +174% | +$3.6M | 0.19% | 117 |
|
|
2022
Q4 | $2.03M | Buy |
45,271
+8,013
| +22% | +$358K | 0.07% | 279 |
|
|
2022
Q3 | $1.66M | Sell |
37,258
-13,170
| -26% | -$614K | 0.06% | 303 |
|
|
2022
Q2 | $2.36M | Sell |
50,428
-17,617
| -26% | -$837K | 0.08% | 238 |
|
|
2022
Q1 | $3.38M | Sell |
68,045
-1,604
| -2% | -$81.7K | 0.1% | 204 |
|
|
2021
Q4 | $3.69M | Buy |
69,649
+7,897
| +13% | +$419K | 0.1% | 206 |
|
|
2021
Q3 | $3.29M | Buy |
61,752
+14,946
| +32% | +$803K | 0.1% | 223 |
|
|
2021
Q2 | $2.5M | Buy |
46,806
+19,771
| +73% | +$1.05M | 0.07% | 283 |
|
|
2021
Q1 | $1.43M | Buy |
27,035
+22,557
| +504% | +$1.21M | 0.05% | 394 |
|
|
2020
Q4 | $244K | Sell |
4,478
-5,586
| -56% | -$303K | 0.01% | 998 |
|
|
2020
Q3 | $547K | Sell |
10,064
-628
| -6% | -$34.3K | 0.02% | 576 |
|
|
2020
Q2 | $581K | Buy |
10,692
+304
| +3% | +$16.3K | 0.03% | 541 |
|
|
2020
Q1 | $545K | Sell |
10,388
-367
| -3% | -$19.3K | 0.03% | 467 |
|
|
2019
Q4 | $560K | Sell |
10,755
-9,993
| -48% | -$521K | 0.02% | 564 |
|
|
2019
Q3 | $1.09M | Buy |
20,748
+3,039
| +17% | +$158K | 0.05% | 351 |
|
|
2019
Q2 | $915K | Buy |
17,709
+6,930
| +64% | +$352K | 0.05% | 360 |
|
|
2019
Q1 | $545K | Sell |
10,779
-249
| -2% | -$12.4K | 0.03% | 488 |
|
|
2018
Q4 | $543K | Buy |
11,028
+425
| +4% | +$20.7K | 0.04% | 416 |
|
|
2018
Q3 | $521K | Sell |
10,603
-2,267
| -18% | -$112K | 0.03% | 473 |
|
|
2018
Q2 | $635K | Buy |
12,870
+229
| +2% | +$11.3K | 0.04% | 390 |
|
|
2018
Q1 | $631K | Buy |
12,641
+538
| +4% | +$26.9K | 0.05% | 376 |
|
|
2017
Q4 | $616K | Buy |
12,103
+1,507
| +14% | +$76.7K | 0.05% | 383 |
|
|
2017
Q3 | $541K | Buy |
10,596
+3,743
| +55% | +$191K | 0.04% | 400 |
|
|
2017
Q2 | $349K | Sell |
6,853
-902
| -12% | -$45.9K | 0.03% | 514 |
|
|
2017
Q1 | $392K | Sell |
7,755
-163
| -2% | -$8.19K | 0.04% | 471 |
|
|
2016
Q4 | $398K | Buy |
7,918
+531
| +7% | +$27K | 0.04% | 419 |
|
|
2016
Q3 | $385K | Buy |
7,387
+27
| +0.4% | +$1.41K | 0.05% | 424 |
|
|
2016
Q2 | $383K | Buy |
7,360
+3,030
| +70% | +$155K | 0.05% | 399 |
|
|
2016
Q1 | $221K | Buy |
+4,330
| New | +$217K | 0.03% | 566 |
|
Other funds holding IUSB
Sigma Planning Corp's IUSB Position: Q1 2026 in Review
Sigma Planning Corp increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.7% in Q1 2026, buying an estimated $80.8K and bringing the position to 48,736 shares worth $2.25M. The position accounts for 0.06% of the portfolio, ranked #313.
Sigma Planning Corp first reported a position in IUSB in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.94M in Q3 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.
- Sigma Planning Corp held 48,736 shares of iShares Core Universal USD Bond ETF worth $2.25M as of Q1 2026.
- Sigma Planning Corp bought 1,733 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $80.8K.
- iShares Core Universal USD Bond ETF made up 0.06% of Sigma Planning Corp's portfolio in Q1 2026, its #313 holding.
- Sigma Planning Corp first reported a position in iShares Core Universal USD Bond ETF in Q1 2016 and has held it in 41 quarters since.
- Sigma Planning Corp's iShares Core Universal USD Bond ETF position peaked at $6.94M in Q3 2023.
- 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.