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Sigma Planning Corp’s iShares National Muni Bond ETF MUB Stock Holding History

Sigma Planning Corp’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.61M Sell
90,555
-170
-0.2% -$18.3K 0.27% 67
2025
Q4 		$9.72M Sell
90,725
-3,798
-4% -$407K 0.27% 65
2025
Q3 		$10.1M Sell
94,523
-23,335
-20% -$2.44M 0.29% 57
2025
Q2 		$12.3M Sell
117,858
-7,202
-6% -$749K 0.37% 44
2025
Q1 		$13.2M Sell
125,060
-7,646
-6% -$813K 0.42% 38
2024
Q4 		$14.1M Sell
132,706
-12,206
-8% -$1.31M 0.44% 37
2024
Q3 		$15.7M Sell
144,912
-2,265
-2% -$244K 0.48% 31
2024
Q2 		$15.7M Buy
147,177
+10,934
+8% +$1.16M 0.5% 31
2024
Q1 		$14.7M Buy
136,243
+68,309
+101% +$7.37M 0.46% 32
2023
Q4 		$7.36M Sell
67,934
-57,874
-46% -$6.05M 0.58% 27
2023
Q3 		$12.9M Buy
125,808
+457
+0.4% +$48.2K 0.48% 32
2023
Q2 		$13.4M Buy
125,351
+3,725
+3% +$398K 0.48% 32
2023
Q1 		$13.1M Sell
121,626
-4,255
-3% -$455K 0.44% 40
2022
Q4 		$13.3M Sell
125,881
-5,367
-4% -$559K 0.47% 38
2022
Q3 		$13.5M Buy
131,248
+1,845
+1% +$196K 0.51% 32
2022
Q2 		$13.8M Sell
129,403
-418
-0.3% -$44.6K 0.48% 35
2022
Q1 		$14.2M Buy
129,821
+6,047
+5% +$682K 0.43% 35
2021
Q4 		$14.4M Buy
123,774
+5,005
+4% +$581K 0.4% 39
2021
Q3 		$13.8M Buy
118,769
+5,356
+5% +$628K 0.42% 42
2021
Q2 		$13.3M Buy
113,413
+4,498
+4% +$526K 0.4% 45
2021
Q1 		$12.6M Buy
108,915
+3,627
+3% +$423K 0.4% 43
2020
Q4 		$12.3M Buy
105,288
+12,801
+14% +$1.49M 0.42% 45
2020
Q3 		$10.7M Sell
92,487
-2,762
-3% -$321K 0.42% 42
2020
Q2 		$11M Buy
95,249
+18,533
+24% +$2.1M 0.48% 32
2020
Q1 		$8.67M Buy
76,716
+17,555
+30% +$2M 0.51% 29
2019
Q4 		$6.74M Buy
59,161
+2,108
+4% +$240K 0.28% 66
2019
Q3 		$6.51M Buy
57,053
+11,916
+26% +$1.36M 0.31% 57
2019
Q2 		$5.11M Buy
45,137
+3,908
+9% +$438K 0.26% 83
2019
Q1 		$4.58M Buy
41,229
+31,254
+313% +$3.43M 0.26% 87
2018
Q4 		$1.09M Buy
9,975
+348
+4% +$37.4K 0.08% 245
2018
Q3 		$1.04M Sell
9,627
-397
-4% -$43.1K 0.06% 293
2018
Q2 		$1.09M Sell
10,024
-137
-1% -$14.9K 0.07% 262
2018
Q1 		$1.11M Sell
10,161
-391
-4% -$42.6K 0.08% 248
2017
Q4 		$1.17M Buy
10,552
+838
+9% +$92.7K 0.09% 241
2017
Q3 		$1.08M Buy
9,714
+711
+8% +$78.9K 0.09% 243
2017
Q2 		$991K Sell
9,003
-327
-4% -$36K 0.09% 241
2017
Q1 		$1.02M Buy
9,330
+294
+3% +$31.9K 0.1% 235
2016
Q4 		$978K Sell
9,036
-1,499
-14% -$164K 0.11% 216
2016
Q3 		$1.19M Buy
10,535
+1,155
+12% +$131K 0.14% 168
2016
Q2 		$1.07M Buy
9,380
+2,848
+44% +$321K 0.14% 169
2016
Q1 		$729K Sell
6,532
-3,552
-35% -$395K 0.1% 233
2015
Q4 		$1.12M Buy
10,084
+1,834
+22% +$201K 0.16% 157
2015
Q3 		$904K Buy
8,250
+2,455
+42% +$267K 0.14% 173
2015
Q2 		$627K Sell
5,795
-524
-8% -$57.1K 0.09% 271
2015
Q1 		$699K Buy
6,319
+856
+16% +$94.7K 0.09% 262
2014
Q4 		$603K Buy
+5,463
New +$600K 0.08% 294

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sigma Planning Corp reduced its iShares National Muni Bond ETF (MUB) stake by 0.19% in Q1 2026, selling an estimated $18.3K and leaving 90,555 shares worth $9.61M. The position accounts for 0.27% of the portfolio, ranked #67.

Sigma Planning Corp first reported a position in MUB in Q4 2014 and has held it in 46 quarters since. The position peaked at $15.7M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Sigma Planning Corp held 90,555 shares of iShares National Muni Bond ETF worth $9.61M as of Q1 2026.
  • Sigma Planning Corp sold 170 iShares National Muni Bond ETF shares in Q1 2026, an estimated $18.3K.
  • iShares National Muni Bond ETF made up 0.27% of Sigma Planning Corp's portfolio in Q1 2026, its #67 holding.
  • Sigma Planning Corp first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's iShares National Muni Bond ETF position peaked at $15.7M in Q3 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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