Sigma Planning Corp’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.2M | Buy |
341,308
+8,411
| +3% | +$927K | 1.03% | 12 |
|
|
2025
Q4 | $36.7M | Buy |
332,897
+10,162
| +3% | +$1.13M | 1.01% | 12 |
|
|
2025
Q3 | $36M | Buy |
322,735
+6,834
| +2% | +$751K | 1.02% | 11 |
|
|
2025
Q2 | $34.6M | Sell |
315,901
-1,815
| -0.6% | -$195K | 1.04% | 11 |
|
|
2025
Q1 | $34.5M | Buy |
317,716
+11,019
| +4% | +$1.19M | 1.1% | 11 |
|
|
2024
Q4 | $32.8M | Sell |
306,697
-10,368
| -3% | -$1.13M | 1.03% | 11 |
|
|
2024
Q3 | $35.8M | Sell |
317,065
-34,182
| -10% | -$3.78M | 1.1% | 11 |
|
|
2024
Q2 | $37.6M | Buy |
351,247
+23,541
| +7% | +$2.51M | 1.19% | 11 |
|
|
2024
Q1 | $35.7M | Buy |
327,706
+197,034
| +151% | +$21.4M | 1.12% | 11 |
|
|
2023
Q4 | $14.5M | Sell |
130,672
-124,095
| -49% | -$12.9M | 1.13% | 11 |
|
|
2023
Q3 | $26M | Sell |
254,767
-4,522
| -2% | -$477K | 0.97% | 13 |
|
|
2023
Q2 | $28M | Buy |
259,289
+1,042
| +0.4% | +$113K | 1.01% | 11 |
|
|
2023
Q1 | $28.3M | Buy |
258,247
+37,837
| +17% | +$4.1M | 0.94% | 9 |
|
|
2022
Q4 | $23.2M | Sell |
220,410
-12,101
| -5% | -$1.27M | 0.83% | 14 |
|
|
2022
Q3 | $23.8M | Sell |
232,511
-12,557
| -5% | -$1.38M | 0.91% | 10 |
|
|
2022
Q2 | $27M | Buy |
245,068
+3,643
| +2% | +$411K | 0.94% | 11 |
|
|
2022
Q1 | $29.2M | Sell |
241,425
-71,284
| -23% | -$8.89M | 0.87% | 12 |
|
|
2021
Q4 | $41.4M | Buy |
312,709
+1,498
| +0.5% | +$199K | 1.15% | 9 |
|
|
2021
Q3 | $41.4M | Sell |
311,211
-13,198
| -4% | -$1.78M | 1.25% | 8 |
|
|
2021
Q2 | $43.6M | Buy |
324,409
+27,281
| +9% | +$3.6M | 1.3% | 7 |
|
|
2021
Q1 | $38.6M | Sell |
297,128
-91,854
| -24% | -$12.2M | 1.23% | 6 |
|
|
2020
Q4 | $53.7M | Sell |
388,982
-31,010
| -7% | -$4.22M | 1.83% | 5 |
|
|
2020
Q3 | $56.6M | Buy |
419,992
+86,510
| +26% | +$11.8M | 2.24% | 5 |
|
|
2020
Q2 | $44.9M | Buy |
333,482
+61,240
| +22% | +$7.96M | 1.97% | 8 |
|
|
2020
Q1 | $33.6M | Buy |
272,242
+2,379
| +0.9% | +$303K | 2% | 8 |
|
|
2019
Q4 | $34.5M | Buy |
269,863
+36,688
| +16% | +$4.67M | 1.46% | 8 |
|
|
2019
Q3 | $29.7M | Buy |
233,175
+25,942
| +13% | +$3.27M | 1.43% | 8 |
|
|
2019
Q2 | $25.8M | Buy |
207,233
+36,602
| +21% | +$4.4M | 1.33% | 9 |
|
|
2019
Q1 | $20.3M | Buy |
170,631
+43,928
| +35% | +$5.09M | 1.15% | 10 |
|
|
2018
Q4 | $14.3M | Buy |
126,703
+1,207
| +1% | +$136K | 1.04% | 11 |
|
|
2018
Q3 | $14.4M | Buy |
125,496
+5,820
| +5% | +$671K | 0.85% | 18 |
|
|
2018
Q2 | $13.7M | Sell |
119,676
-2,612
| -2% | -$301K | 0.92% | 14 |
|
|
2018
Q1 | $14.4M | Buy |
122,288
+33,673
| +38% | +$3.98M | 1.05% | 8 |
|
|
2017
Q4 | $10.8M | Sell |
88,615
-5,596
| -6% | -$677K | 0.83% | 15 |
|
|
2017
Q3 | $11.4M | Buy |
94,211
+39,885
| +73% | +$4.82M | 0.94% | 11 |
|
|
2017
Q2 | $6.55M | Buy |
54,326
+2,214
| +4% | +$265K | 0.62% | 29 |
|
|
2017
Q1 | $6.14M | Sell |
52,112
-4,478
| -8% | -$526K | 0.6% | 32 |
|
|
2016
Q4 | $6.63M | Sell |
56,590
-3,258
| -5% | -$387K | 0.72% | 27 |
|
|
2016
Q3 | $7.37M | Sell |
59,848
-17,836
| -23% | -$2.2M | 0.87% | 15 |
|
|
2016
Q2 | $9.54M | Buy |
77,684
+45,514
| +141% | +$5.46M | 1.24% | 7 |
|
|
2016
Q1 | $3.82M | Buy |
32,170
+2,822
| +10% | +$324K | 0.52% | 38 |
|
|
2015
Q4 | $3.35M | Buy |
29,348
+2,117
| +8% | +$245K | 0.47% | 41 |
|
|
2015
Q3 | $3.16M | Sell |
27,231
-4,462
| -14% | -$516K | 0.5% | 36 |
|
|
2015
Q2 | $3.67M | Buy |
31,693
+1,339
| +4% | +$159K | 0.51% | 33 |
|
|
2015
Q1 | $3.69M | Buy |
30,354
+9,282
| +44% | +$1.13M | 0.49% | 34 |
|
|
2014
Q4 | $2.52M | Buy |
+21,072
| New | +$2.51M | 0.33% | 70 |
|
Other funds holding LQD
MYLI
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Sigma Planning Corp's LQD Position: Q1 2026 in Review
Sigma Planning Corp increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.5% in Q1 2026, buying an estimated $927K and bringing the position to 341,308 shares worth $37.2M. The position accounts for 1.03% of the portfolio, ranked #12.
Sigma Planning Corp first reported a position in LQD in Q4 2014 and has held it in 46 quarters since. The position peaked at $56.6M in Q3 2020. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.
- Sigma Planning Corp held 341,308 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $37.2M as of Q1 2026.
- Sigma Planning Corp bought 8,411 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $927K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.03% of Sigma Planning Corp's portfolio in Q1 2026, its #12 holding.
- Sigma Planning Corp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $56.6M in Q3 2020.
- 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.