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Sigma Planning Corp’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sigma Planning Corp’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.98M Buy
194,886
+5,936
+3% +$307K 0.28% 65
2025
Q4 		$9.78M Buy
188,950
+5,624
+3% +$293K 0.27% 64
2025
Q3 		$9.57M Buy
183,326
+24,327
+15% +$1.26M 0.27% 63
2025
Q2 		$8.18M Sell
158,999
-8,224
-5% -$416K 0.25% 73
2025
Q1 		$8.54M Buy
167,223
+47,588
+40% +$2.41M 0.27% 70
2024
Q4 		$6.02M Buy
119,635
+2,483
+2% +$127K 0.19% 100
2024
Q3 		$6.16M Sell
117,152
-117,641
-50% -$6.07M 0.19% 102
2024
Q2 		$11.8M Buy
234,793
+13,729
+6% +$687K 0.37% 45
2024
Q1 		$11.2M Buy
221,064
+136,199
+160% +$6.89M 0.35% 47
2023
Q4 		$4.35M Buy
+84,865
New +$4.14M 0.34% 55
2022
Q2 		– Sell
-4,270
Closed -$235K – 1439
2022
Q1 		$235K Sell
4,270
-4,067
-49% -$231K 0.01% 1171
2021
Q4 		$498K Sell
8,337
-1,173
-12% -$70.4K 0.01% 857
2021
Q3 		$572K Buy
9,510
+1,189
+14% +$72.4K 0.02% 757
2021
Q2 		$504K Buy
8,321
+168
+2% +$10K 0.02% 830
2021
Q1 		$481K Buy
8,153
+309
+4% +$18.6K 0.02% 780
2020
Q4 		$486K Sell
7,844
-351
-4% -$21.5K 0.02% 706
2020
Q3 		$498K Buy
8,195
+1,308
+19% +$80.1K 0.02% 610
2020
Q2 		$416K Buy
6,887
+1,110
+19% +$65K 0.02% 659
2020
Q1 		$324K Sell
5,777
-10,842
-65% -$629K 0.02% 613
2019
Q4 		$969K Buy
16,619
+10
+0.1% +$582 0.04% 416
2019
Q3 		$968K Buy
16,609
+70
+0.4% +$4.04K 0.05% 376
2019
Q2 		$944K Buy
16,539
+87
+0.5% +$4.83K 0.05% 353
2019
Q1 		$909K Buy
+16,452
New +$888K 0.05% 342
2018
Q3 		– Sell
-4,340
Closed -$233K – 1004
2018
Q2 		$233K Buy
+4,340
New +$233K 0.02% 766

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Sigma Planning Corp increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.1% in Q1 2026, buying an estimated $307K and bringing the position to 194,886 shares worth $9.98M. The position accounts for 0.28% of the portfolio, ranked #65.

Sigma Planning Corp first reported a position in USIG in Q2 2018 and has held it in 24 quarters since. The position peaked at $11.8M in Q2 2024. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Sigma Planning Corp held 194,886 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $9.98M as of Q1 2026.
  • Sigma Planning Corp bought 5,936 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $307K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.28% of Sigma Planning Corp's portfolio in Q1 2026, its #65 holding.
  • Sigma Planning Corp first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 24 quarters since.
  • Sigma Planning Corp's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $11.8M in Q2 2024.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

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