Sigma Planning Corp’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.42M | Buy |
32,138
+186
| +0.6% | +$19.9K | 0.1% | 229 |
|
|
2025
Q4 | $3.41M | Buy |
31,952
+1,119
| +4% | +$119K | 0.09% | 225 |
|
|
2025
Q3 | $3.29M | Sell |
30,833
-162
| -0.5% | -$17.3K | 0.09% | 225 |
|
|
2025
Q2 | $3.3M | Sell |
30,995
-660
| -2% | -$69.7K | 0.1% | 209 |
|
|
2025
Q1 | $3.34M | Buy |
31,655
+645
| +2% | +$68.2K | 0.11% | 203 |
|
|
2024
Q4 | $3.27M | Buy |
31,010
+7,338
| +31% | +$775K | 0.1% | 194 |
|
|
2024
Q3 | $2.51M | Buy |
23,672
+416
| +2% | +$43.9K | 0.08% | 243 |
|
|
2024
Q2 | $2.43M | Buy |
23,256
+208
| +0.9% | +$21.7K | 0.08% | 244 |
|
|
2024
Q1 | $2.41M | Buy |
23,048
+10,655
| +86% | +$1.12M | 0.08% | 258 |
|
|
2023
Q4 | $1.31M | Sell |
12,393
-12,303
| -50% | -$1.28M | 0.1% | 212 |
|
|
2023
Q3 | $2.54M | Buy |
24,696
+744
| +3% | +$77.2K | 0.1% | 226 |
|
|
2023
Q2 | $2.49M | Buy |
23,952
+1,688
| +8% | +$176K | 0.09% | 244 |
|
|
2023
Q1 | $2.33M | Sell |
22,264
-1,304
| -6% | -$136K | 0.08% | 265 |
|
|
2022
Q4 | $2.46M | Buy |
23,568
+1,798
| +8% | +$186K | 0.09% | 232 |
|
|
2022
Q3 | $2.23M | Buy |
21,770
+2,409
| +12% | +$251K | 0.09% | 233 |
|
|
2022
Q2 | $2.03M | Buy |
19,361
+2,014
| +12% | +$210K | 0.07% | 274 |
|
|
2022
Q1 | $1.81M | Buy |
17,347
+5,370
| +45% | +$568K | 0.05% | 340 |
|
|
2021
Q4 | $1.29M | Buy |
11,977
+3,217
| +37% | +$345K | 0.04% | 452 |
|
|
2021
Q3 | $942K | Buy |
8,760
+3,491
| +66% | +$377K | 0.03% | 560 |
|
|
2021
Q2 | $568K | Buy |
5,269
+2,568
| +95% | +$277K | 0.02% | 777 |
|
|
2021
Q1 | $291K | Buy |
+2,701
| New | +$291K | 0.01% | 1011 |
|
|
2019
Q2 | – | Sell |
-2,390
| Closed | -$253K | – | 1047 |
|
|
2019
Q1 | $253K | Buy |
2,390
+22
| +0.9% | +$2.32K | 0.01% | 753 |
|
|
2018
Q4 | $250K | Sell |
2,368
-608
| -20% | -$63.7K | 0.02% | 676 |
|
|
2018
Q3 | $312K | Buy |
2,976
+3
| +0.1% | +$315 | 0.02% | 668 |
|
|
2018
Q2 | $312K | Sell |
2,973
-84
| -3% | -$8.79K | 0.02% | 632 |
|
|
2018
Q1 | $321K | Sell |
3,057
-971
| -24% | -$102K | 0.02% | 582 |
|
|
2017
Q4 | $422K | Sell |
4,028
-700
| -15% | -$73.8K | 0.03% | 489 |
|
|
2017
Q3 | $501K | Buy |
4,728
+1,533
| +48% | +$163K | 0.04% | 433 |
|
|
2017
Q2 | $338K | Buy |
3,195
+216
| +7% | +$22.9K | 0.03% | 528 |
|
|
2017
Q1 | $315K | Buy |
2,979
+129
| +5% | +$13.6K | 0.03% | 561 |
|
|
2016
Q4 | $300K | Buy |
2,850
+680
| +31% | +$71.6K | 0.03% | 523 |
|
|
2016
Q3 | $230K | Buy |
+2,170
| New | +$231K | 0.03% | 600 |
|
Other funds holding SUB
Sigma Planning Corp's SUB Position: Q1 2026 in Review
Sigma Planning Corp increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.58% in Q1 2026, buying an estimated $19.9K and bringing the position to 32,138 shares worth $3.42M. The position accounts for 0.1% of the portfolio, ranked #229.
Sigma Planning Corp first reported a position in SUB in Q3 2016 and has held it in 32 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.
- Sigma Planning Corp held 32,138 shares of iShares Short-Term National Muni Bond ETF worth $3.42M as of Q1 2026.
- Sigma Planning Corp bought 186 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $19.9K.
- iShares Short-Term National Muni Bond ETF made up 0.1% of Sigma Planning Corp's portfolio in Q1 2026, its #229 holding.
- Sigma Planning Corp first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2016 and has held it in 32 quarters since.
- 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.