Sigma Planning Corp
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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
Q3 		$946K Buy
19,045
+6,125
+47% +$315K 0.02% 605
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

MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Sigma Planning Corp increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 47% in Q3 2026, buying an estimated $315K and bringing the position to 19,045 shares worth $946K. The position accounts for 0.02% of the portfolio, ranked #605.

Sigma Planning Corp first reported a position in MUNI in Q2 2024 and has held it in 10 quarters since. 206 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Sigma Planning Corp held 19,045 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $946K as of Q3 2026.
  • Sigma Planning Corp bought 6,125 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $315K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #605 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 10 quarters since.
  • 206 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

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