Sigma Planning Corp
SUSB icon

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
Q3 		$352K Buy
14,393
+642
+5% +$15.9K 0.01% 992
2026
Q2 		$344K Buy
13,751
+380
+3% +$9.5K 0.01% 1077
2026
Q1 		$335K Buy
13,371
+606
+5% +$15.3K 0.01% 1009
2025
Q4 		$322K Buy
12,765
+132
+1% +$3.34K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Milestone Investment Advisors
Milestone Investment Advisors Middleton, Wisconsin $461M AUM 11.04% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sigma Planning Corp's SUSB Position: Q3 2026 in Review

Sigma Planning Corp increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.7% in Q3 2026, buying an estimated $15.9K and bringing the position to 14,393 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #992.

Sigma Planning Corp first reported a position in SUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $846K in Q3 2021. 215 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Sigma Planning Corp held 14,393 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $352K as of Q3 2026.
  • Sigma Planning Corp bought 642 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $15.9K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #992 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 22 quarters since.
  • Sigma Planning Corp's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $846K in Q3 2021.
  • 215 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.