Sigma Planning Corp’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Sigma Planning Corp’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.53M	Buy	30,308 +893	+3%	+$45.3K	0.04%	414
2025 Q4	$1.49M	Buy	29,415 +3,175	+12%	+$161K	0.04%	399
2025 Q3	$1.33M	Buy	26,240 +116	+0.4%	+$5.87K	0.04%	437
2025 Q2	$1.32M	Buy	26,124 +2,713	+12%	+$136K	0.04%	416
2025 Q1	$1.18M	Buy	23,411 +3,595	+18%	+$180K	0.04%	438
2024 Q4	$986K	Buy	+19,816	New	+$989K	0.03%	490
2024 Q2	–	Sell	-5,869	Closed	-$289K	–	1261
2024 Q1	$289K	Buy	+5,869	New	+$288K	0.01%	975
2023 Q4	–	Sell	-5,763	Closed	-$277K	–	1128
2023 Q3	$277K	Sell	5,763 -28,718	-83%	-$1.38M	0.01%	952
2023 Q2	$1.66M	Sell	34,481 -33,726	-49%	-$1.63M	0.06%	319
2023 Q1	$3.31M	Buy	68,207 +553	+0.8%	+$26.6K	0.11%	186
2022 Q4	$3.24M	Sell	67,654 -25,739	-28%	-$1.23M	0.12%	186
2022 Q3	$4.43M	Sell	93,393 -721	-0.8%	-$34.9K	0.17%	132
2022 Q2	$4.56M	Sell	94,114 -503	-0.5%	-$24.5K	0.17%	136
2022 Q1	$4.67M	Buy	94,617 +776	+0.8%	+$38.9K	0.14%	152
2021 Q4	$4.79M	Buy	93,841 +2,394	+3%	+$123K	0.13%	164
2021 Q3	$4.73M	Buy	91,447 +15,675	+21%	+$812K	0.14%	157
2021 Q2	$3.93M	Buy	75,772 +6,732	+10%	+$349K	0.12%	198
2021 Q1	$3.58M	Buy	69,040 +5,859	+9%	+$304K	0.11%	213
2020 Q4	$3.3M	Sell	63,181 -11,869	-16%	-$618K	0.11%	196
2020 Q3	$3.91M	Buy	75,050 +21,478	+40%	+$1.12M	0.16%	143
2020 Q2	$2.79M	Buy	53,572 +7,867	+17%	+$405K	0.12%	174
2020 Q1	$2.29M	Buy	45,705 +5,833	+15%	+$296K	0.14%	158
2019 Q4	$2.04M	Sell	39,872 -1,705	-4%	-$87.1K	0.09%	238
2019 Q3	$2.13M	Buy	41,577 +2,037	+5%	+$104K	0.1%	207
2019 Q2	$2.02M	Buy	39,540 +1,838	+5%	+$92.8K	0.1%	208
2019 Q1	$1.9M	Buy	37,702 +125	+0.3%	+$6.25K	0.11%	207
2018 Q4	$1.86M	Sell	37,577 -2,033	-5%	-$100K	0.14%	169
2018 Q3	$1.97M	Sell	39,610 -30,793	-44%	-$1.53M	0.12%	187
2018 Q2	$3.49M	Buy	70,403 +35,383	+101%	+$1.76M	0.23%	93
2018 Q1	$1.74M	Buy	35,020 +3,124	+10%	+$156K	0.13%	182
2017 Q4	$1.6M	Buy	31,896 +2,828	+10%	+$143K	0.12%	195
2017 Q3	$1.47M	Buy	29,068 +22,542	+345%	+$1.14M	0.12%	192
2017 Q2	$330K	Buy	6,526 +2,435	+60%	+$123K	0.03%	535
2017 Q1	$206K	Buy	+4,091	New	+$206K	0.02%	693