SPC
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Sigma Planning Corp’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sigma Planning Corp’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.08M Sell
29,786
-1,273
-4% -$131K 0.09% 252
2025
Q4 		$3.18M Buy
31,059
+6,963
+29% +$717K 0.09% 241
2025
Q3 		$2.49M Buy
24,096
+586
+2% +$60.4K 0.07% 275
2025
Q2 		$2.42M Buy
23,510
+1,444
+7% +$148K 0.07% 265
2025
Q1 		$2.28M Buy
22,066
+995
+5% +$101K 0.07% 261
2024
Q4 		$2.12M Sell
21,071
-9,687
-31% -$976K 0.07% 270
2024
Q3 		$3.12M Sell
30,758
-4,133
-12% -$414K 0.1% 207
2024
Q2 		$3.47M Sell
34,891
-11,869
-25% -$1.18M 0.11% 186
2024
Q1 		$4.65M Buy
46,760
+27,869
+148% +$2.75M 0.15% 135
2023
Q4 		$1.86M Sell
18,891
-14,535
-43% -$1.42M 0.15% 149
2023
Q3 		$3.24M Buy
33,426
+4,009
+14% +$390K 0.12% 169
2023
Q2 		$2.87M Sell
29,417
-1,764
-6% -$174K 0.1% 215
2023
Q1 		$3.09M Sell
31,181
-42,211
-58% -$4.13M 0.1% 208
2022
Q4 		$7.12M Sell
73,392
-7,513
-9% -$730K 0.25% 89
2022
Q3 		$7.78M Buy
80,905
+12,043
+17% +$1.21M 0.3% 68
2022
Q2 		$6.99M Buy
68,862
+10,452
+18% +$1.08M 0.24% 80
2022
Q1 		$6.13M Buy
58,410
+1,041
+2% +$110K 0.18% 109
2021
Q4 		$6.07M Buy
57,369
+23,491
+69% +$2.49M 0.17% 118
2021
Q3 		$3.58M Buy
33,878
+5,041
+17% +$535K 0.11% 205
2021
Q2 		$3.07M Buy
28,837
+1,230
+4% +$131K 0.09% 239
2021
Q1 		$2.92M Sell
27,607
-2,948
-10% -$310K 0.09% 244
2020
Q4 		$3.19M Sell
30,555
-3,130
-9% -$325K 0.11% 199
2020
Q3 		$3.5M Buy
33,685
+2,014
+6% +$208K 0.14% 163
2020
Q2 		$3.24M Sell
31,671
-312
-1% -$31.7K 0.14% 155
2020
Q1 		$3.19M Buy
31,983
+1,634
+5% +$164K 0.19% 113
2019
Q4 		$3.06M Buy
30,349
+1,568
+5% +$157K 0.13% 166
2019
Q3 		$2.88M Sell
28,781
-11,249
-28% -$1.13M 0.14% 167
2019
Q2 		$4.03M Buy
40,030
+2,790
+7% +$279K 0.21% 120
2019
Q1 		$3.71M Sell
37,240
-3,439
-8% -$340K 0.21% 118
2018
Q4 		$3.99M Sell
40,679
-671
-2% -$65.9K 0.29% 81
2018
Q3 		$4.08M Buy
41,350
+4,921
+14% +$487K 0.24% 91
2018
Q2 		$3.63M Buy
36,429
+11,941
+49% +$1.19M 0.24% 90
2018
Q1 		$2.45M Buy
24,488
+3,159
+15% +$315K 0.18% 137
2017
Q4 		$2.13M Buy
21,329
+1,020
+5% +$102K 0.16% 154
2017
Q3 		$2.04M Buy
20,309
+1,597
+9% +$160K 0.17% 152
2017
Q2 		$1.88M Buy
18,712
+1,965
+12% +$198K 0.18% 149
2017
Q1 		$1.7M Buy
16,747
+3,224
+24% +$326K 0.16% 161
2016
Q4 		$1.36M Buy
13,523
+2,895
+27% +$292K 0.15% 163
2016
Q3 		$1.07M Buy
10,628
+1,049
+11% +$106K 0.13% 187
2016
Q2 		$972K Buy
9,579
+218
+2% +$22K 0.13% 182
2016
Q1 		$942K Buy
9,361
+4,005
+75% +$398K 0.13% 193
2015
Q4 		$530K Buy
5,356
+13
+0.2% +$1.29K 0.07% 299
2015
Q3 		$530K Buy
5,343
+195
+4% +$19.4K 0.08% 282
2015
Q2 		$514K Sell
5,148
-70
-1% -$6.99K 0.07% 328
2015
Q1 		$519K Sell
5,218
-302
-5% -$30K 0.07% 333
2014
Q4 		$547K Buy
+5,520
New +$553K 0.07% 317

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sigma Planning Corp reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.1% in Q1 2026, selling an estimated $131K and leaving 29,786 shares worth $3.08M. The position accounts for 0.09% of the portfolio, ranked #252.

Sigma Planning Corp first reported a position in STIP in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.78M in Q3 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Sigma Planning Corp held 29,786 shares of iShares 0-5 Year TIPS Bond ETF worth $3.08M as of Q1 2026.
  • Sigma Planning Corp sold 1,273 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $131K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.09% of Sigma Planning Corp's portfolio in Q1 2026, its #252 holding.
  • Sigma Planning Corp first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's iShares 0-5 Year TIPS Bond ETF position peaked at $7.78M in Q3 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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