SPC
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Sigma Planning Corp’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Sigma Planning Corp’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$335K Buy
13,371
+606
+5% +$15.3K 0.01% 1009
2025
Q4 		$322K Buy
12,765
+132
+1% +$3.33K 0.01% 993
2025
Q3 		$320K Buy
12,633
+863
+7% +$21.7K 0.01% 1009
2025
Q2 		$296K Sell
11,770
-610
-5% -$15.2K 0.01% 997
2025
Q1 		$309K Buy
12,380
+517
+4% +$12.8K 0.01% 933
2024
Q4 		$293K Buy
11,863
+204
+2% +$5.07K 0.01% 937
2024
Q3 		$293K Sell
11,659
-239
-2% -$5.94K 0.01% 961
2024
Q2 		$291K Sell
11,898
-1,033
-8% -$25.2K 0.01% 941
2024
Q1 		$317K Buy
+12,931
New +$316K 0.01% 937
2023
Q4 		– Sell
-12,209
Closed -$290K – 1137
2023
Q3 		$290K Buy
12,209
+10
+0.1% +$239 0.01% 938
2023
Q2 		$292K Buy
12,199
+1,444
+13% +$34.7K 0.01% 944
2023
Q1 		$259K Sell
10,755
-13,532
-56% -$324K 0.01% 1060
2022
Q4 		$577K Sell
24,287
-3,984
-14% -$94K 0.02% 709
2022
Q3 		$664K Buy
28,271
+3,250
+13% +$78.2K 0.03% 617
2022
Q2 		$603K Sell
25,021
-1,311
-5% -$31.8K 0.02% 685
2022
Q1 		$649K Buy
26,332
+813
+3% +$20.4K 0.02% 735
2021
Q4 		$655K Sell
25,519
-7,053
-22% -$182K 0.02% 727
2021
Q3 		$846K Buy
32,572
+8,530
+35% +$222K 0.03% 606
2021
Q2 		$626K Buy
24,042
+15,155
+171% +$395K 0.02% 735
2021
Q1 		$231K Buy
+8,887
New +$232K 0.01% 1127

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sigma Planning Corp increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.7% in Q1 2026, buying an estimated $15.3K and bringing the position to 13,371 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1009.

Sigma Planning Corp first reported a position in SUSB in Q1 2021 and has held it in 20 quarters since. The position peaked at $846K in Q3 2021. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Sigma Planning Corp held 13,371 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $335K as of Q1 2026.
  • Sigma Planning Corp bought 606 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $15.3K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1009 holding.
  • Sigma Planning Corp first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Sigma Planning Corp's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $846K in Q3 2021.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

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