Sigma Planning Corp’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Sigma Planning Corp’s Portfolio MUNI Stock Details MUNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$680K	Buy	12,920 +6,450	+100%	+$338K	0.02%	774
2026 Q1	$338K	Buy	6,470 +1,838	+40%	+$96.9K	0.01%	1005
2025 Q4	$243K	Buy	4,632 +202	+5%	+$10.6K	0.01%	1121
2025 Q3	$232K	Sell	4,430 -6,805	-61%	-$351K	0.01%	1150
2025 Q2	$577K	Buy	11,235 +3,545	+46%	+$181K	0.02%	721
2025 Q1	$396K	Sell	7,690 -745	-9%	-$38.6K	0.01%	820
2024 Q4	$436K	Sell	8,435 -245	-3%	-$12.8K	0.01%	787
2024 Q3	$460K	Sell	8,680 -470	-5%	-$24.7K	0.01%	771
2024 Q2	$476K	Buy	+9,150	New	+$476K	0.02%	744

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sigma Planning Corp's MUNI Position: Q2 2026 in Review

Sigma Planning Corp increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 100% in Q2 2026, buying an estimated $338K and bringing the position to 12,920 shares worth $680K. The position accounts for 0.02% of the portfolio, ranked #774.

Sigma Planning Corp first reported a position in MUNI in Q2 2024 and has held it in 9 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Sigma Planning Corp held 12,920 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $680K as of Q2 2026.
Sigma Planning Corp bought 6,450 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $338K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #774 holding.
Sigma Planning Corp first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.