Sigma Planning Corp
USHY icon

Sigma Planning Corp’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Sigma Planning Corp’s Portfolio USHY Stock Details USHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.85M Buy
219,714
+19,104
+10% +$700K 0.2% 96
2026
Q2 		$7.43M Buy
200,610
+4,737
+2% +$175K 0.19% 110
2026
Q1 		$7.22M Buy
195,873
+3,381
+2% +$126K 0.2% 98
2025
Q4 		$7.2M Buy
192,492
+9,956
+5% +$373K 0.2% 95
2025
Q3 		$6.9M Buy
182,536
+17,481
+11% +$655K 0.2% 100
2025
Q2 		$6.19M Sell
165,055
-2,194
-1% -$80.5K 0.19% 103
2025
Q1 		$6.16M Buy
167,249
+3,276
+2% +$121K 0.2% 98
2024
Q4 		$6.03M Buy
163,973
+4,215
+3% +$157K 0.19% 99
2024
Q3 		$6.01M Buy
159,758
+18,621
+13% +$688K 0.18% 109
2024
Q2 		$5.12M Buy
141,137
+7,079
+5% +$256K 0.16% 118
2024
Q1 		$4.91M Buy
134,058
+80,310
+149% +$2.92M 0.15% 127
2023
Q4 		$1.95M Sell
53,748
-70,791
-57% -$2.48M 0.15% 138
2023
Q3 		$4.32M Buy
124,539
+2,754
+2% +$96.8K 0.16% 127
2023
Q2 		$4.3M Buy
121,785
+8,842
+8% +$310K 0.15% 126
2023
Q1 		$4.02M Buy
112,943
+104,660
+1,264% +$3.68M 0.13% 164
2022
Q4 		$286K Buy
8,283
+954
+13% +$33K 0.01% 984
2022
Q3 		$246K Sell
7,329
-249
-3% -$8.85K 0.01% 1024
2022
Q2 		$262K Buy
7,578
+348
+5% +$12.8K 0.01% 1050
2022
Q1 		$281K Buy
7,230
+320
+5% +$12.6K 0.01% 1086
2021
Q4 		$285K Buy
6,910
+261
+4% +$10.7K 0.01% 1108
2021
Q3 		$276K Sell
6,649
-78
-1% -$3.24K 0.01% 1102
2021
Q2 		$281K Buy
6,727
+596
+10% +$24.6K 0.01% 1121
2021
Q1 		$253K Sell
6,131
-133
-2% -$5.48K 0.01% 1088
2020
Q4 		$258K Sell
6,264
-70
-1% -$2.82K 0.01% 982
2020
Q3 		$250K Sell
6,334
-233
-4% -$9.2K 0.01% 862
2020
Q2 		$251K Sell
6,567
-92
-1% -$3.44K 0.01% 851
2020
Q1 		$236K Buy
6,659
+1,591
+31% +$62.9K 0.01% 729
2019
Q4 		$208K Sell
5,068
-94
-2% -$3.83K 0.01% 945
2019
Q3 		$211K Sell
5,162
-114
-2% -$4.65K 0.01% 901
2019
Q2 		$216K Buy
+5,276
New +$214K 0.01% 883

Other funds holding USHY

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

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

Sigma Planning Corp increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 9.5% in Q3 2026, buying an estimated $700K and bringing the position to 219,714 shares worth $7.85M. The position accounts for 0.2% of the portfolio, ranked #96.

Sigma Planning Corp first reported a position in USHY in Q2 2019 and has held it in 30 quarters since. 180 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Sigma Planning Corp held 219,714 shares of iShares Broad USD High Yield Corporate Bond ETF worth $7.85M as of Q3 2026.
  • Sigma Planning Corp bought 19,104 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $700K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.2% of Sigma Planning Corp's portfolio in Q3 2026, its #96 holding.
  • Sigma Planning Corp first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2019 and has held it in 30 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

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