Sigma Planning Corp
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Sigma Planning Corp’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

Sigma Planning Corp’s Portfolio INMU Stock Details INMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$637K Sell
27,817
-993
-3% -$23.5K 0.02% 755
2026
Q2 		$699K Buy
28,810
+15,054
+109% +$363K 0.02% 759
2026
Q1 		$329K Buy
+13,756
New +$334K 0.01% 1023

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Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return
Elevated Financial Group
Elevated Financial Group Indianapolis, Indiana $357M AUM 18.21% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

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

Sigma Planning Corp reduced its BlackRock Intermediate Muni Income Bond ETF (INMU) stake by 3.4% in Q3 2026, selling an estimated $23.5K and leaving 27,817 shares worth $637K. The position accounts for 0.02% of the portfolio, ranked #755.

Sigma Planning Corp first reported a position in INMU in Q1 2026 and has held it in 3 quarters since. The position peaked at $699K in Q2 2026. 49 funds tracked by Wall St. Rank hold INMU as of Q3 2026.

  • Sigma Planning Corp held 27,817 shares of BlackRock Intermediate Muni Income Bond ETF worth $637K as of Q3 2026.
  • Sigma Planning Corp sold 993 BlackRock Intermediate Muni Income Bond ETF shares in Q3 2026, an estimated $23.5K.
  • BlackRock Intermediate Muni Income Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #755 holding.
  • Sigma Planning Corp first reported a position in BlackRock Intermediate Muni Income Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Sigma Planning Corp's BlackRock Intermediate Muni Income Bond ETF position peaked at $699K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held BlackRock Intermediate Muni Income Bond ETF as of Q3 2026.

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