Sigma Planning Corp’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.29M | Buy |
13,542
+1,736
| +15% | +$166K | 0.04% | 477 |
|
|
2025
Q4 | $1.12M | Sell |
11,806
-48
| -0.4% | -$4.58K | 0.03% | 494 |
|
|
2025
Q3 | $1.13M | Sell |
11,854
-121
| -1% | -$11.4K | 0.03% | 481 |
|
|
2025
Q2 | $1.12M | Buy |
11,975
+27
| +0.2% | +$2.5K | 0.03% | 467 |
|
|
2025
Q1 | $1.12M | Sell |
11,948
-1,273
| -10% | -$118K | 0.04% | 458 |
|
|
2024
Q4 | $1.21M | Sell |
13,221
-955
| -7% | -$88.9K | 0.04% | 424 |
|
|
2024
Q3 | $1.36M | Sell |
14,176
-2,392
| -14% | -$226K | 0.04% | 397 |
|
|
2024
Q2 | $1.52M | Buy |
16,568
+418
| +3% | +$38.1K | 0.05% | 362 |
|
|
2024
Q1 | $1.49M | Buy |
16,150
+11,521
| +249% | +$1.07M | 0.05% | 390 |
|
|
2023
Q4 | $436K | Sell |
4,629
-13,435
| -74% | -$1.2M | 0.03% | 499 |
|
|
2023
Q3 | $1.6M | Buy |
18,064
+816
| +5% | +$74.6K | 0.06% | 316 |
|
|
2023
Q2 | $1.61M | Buy |
17,248
+409
| +2% | +$38.5K | 0.06% | 329 |
|
|
2023
Q1 | $1.6M | Buy |
16,839
+2,496
| +17% | +$236K | 0.05% | 358 |
|
|
2022
Q4 | $1.33M | Buy |
14,343
+4,013
| +39% | +$370K | 0.05% | 390 |
|
|
2022
Q3 | $946K | Buy |
10,330
+3,137
| +44% | +$304K | 0.04% | 482 |
|
|
2022
Q2 | $701K | Sell |
7,193
-3,811
| -35% | -$374K | 0.02% | 612 |
|
|
2022
Q1 | $1.12M | Sell |
11,004
-911
| -8% | -$95.1K | 0.03% | 491 |
|
|
2021
Q4 | $1.28M | Sell |
11,915
-506
| -4% | -$54.5K | 0.04% | 454 |
|
|
2021
Q3 | $1.34M | Sell |
12,421
-651
| -5% | -$70.6K | 0.04% | 448 |
|
|
2021
Q2 | $1.42M | Sell |
13,072
-2,292
| -15% | -$248K | 0.04% | 436 |
|
|
2021
Q1 | $1.67M | Sell |
15,364
-408
| -3% | -$44.7K | 0.05% | 363 |
|
|
2020
Q4 | $1.74M | Buy |
15,772
+5,693
| +56% | +$627K | 0.06% | 304 |
|
|
2020
Q3 | $1.11M | Sell |
10,079
-16
| -0.2% | -$1.77K | 0.04% | 369 |
|
|
2020
Q2 | $1.12M | Sell |
10,095
-1,444
| -13% | -$160K | 0.05% | 360 |
|
|
2020
Q1 | $1.27M | Buy |
11,539
+228
| +2% | +$24.8K | 0.08% | 273 |
|
|
2019
Q4 | $1.22M | Sell |
11,311
-10,101
| -47% | -$1.09M | 0.05% | 351 |
|
|
2019
Q3 | $2.32M | Sell |
21,412
-67,425
| -76% | -$7.28M | 0.11% | 198 |
|
|
2019
Q2 | $9.56M | Sell |
88,837
-2,865
| -3% | -$305K | 0.49% | 34 |
|
|
2019
Q1 | $9.75M | Buy |
91,702
+86,587
| +1,693% | +$9.11M | 0.55% | 31 |
|
|
2018
Q4 | $535K | Buy |
5,115
+233
| +5% | +$24K | 0.04% | 422 |
|
|
2018
Q3 | $504K | Buy |
4,882
+955
| +24% | +$99.1K | 0.03% | 485 |
|
|
2018
Q2 | $409K | Sell |
3,927
-866
| -18% | -$89.9K | 0.03% | 519 |
|
|
2018
Q1 | $502K | Sell |
4,793
-4,015
| -46% | -$421K | 0.04% | 439 |
|
|
2017
Q4 | $939K | Sell |
8,808
-735
| -8% | -$78.4K | 0.07% | 275 |
|
|
2017
Q3 | $1.02M | Sell |
9,543
-24,657
| -72% | -$2.64M | 0.08% | 248 |
|
|
2017
Q2 | $3.65M | Buy |
34,200
+1,312
| +4% | +$140K | 0.34% | 56 |
|
|
2017
Q1 | $3.5M | Buy |
32,888
+5,229
| +19% | +$556K | 0.34% | 59 |
|
|
2016
Q4 | $2.94M | Sell |
27,659
-9,261
| -25% | -$1M | 0.32% | 60 |
|
|
2016
Q3 | $4.07M | Buy |
36,920
+5,497
| +17% | +$604K | 0.48% | 42 |
|
|
2016
Q2 | $3.46M | Sell |
31,423
-27,268
| -46% | -$2.98M | 0.45% | 43 |
|
|
2016
Q1 | $6.43M | Buy |
58,691
+943
| +2% | +$103K | 0.88% | 18 |
|
|
2015
Q4 | $6.22M | Buy |
57,748
+50,737
| +724% | +$5.52M | 0.87% | 18 |
|
|
2015
Q3 | $769K | Buy |
7,011
+5,135
| +274% | +$560K | 0.12% | 203 |
|
|
2015
Q2 | $204K | Sell |
1,876
-1,990
| -51% | -$218K | 0.03% | 625 |
|
|
2015
Q1 | $427K | Sell |
3,866
-676
| -15% | -$74.3K | 0.06% | 394 |
|
|
2014
Q4 | $497K | Buy |
+4,542
| New | +$496K | 0.07% | 333 |
|
Other funds holding MBB
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TCIIS
Sigma Planning Corp's MBB Position: Q1 2026 in Review
Sigma Planning Corp increased its iShares MBS ETF (MBB) stake by 15% in Q1 2026, buying an estimated $166K and bringing the position to 13,542 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #477.
Sigma Planning Corp first reported a position in MBB in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.75M in Q1 2019. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.
- Sigma Planning Corp held 13,542 shares of iShares MBS ETF worth $1.29M as of Q1 2026.
- Sigma Planning Corp bought 1,736 iShares MBS ETF shares in Q1 2026, an estimated $166K.
- iShares MBS ETF made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #477 holding.
- Sigma Planning Corp first reported a position in iShares MBS ETF in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's iShares MBS ETF position peaked at $9.75M in Q1 2019.
- 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.