BWG
PMX

Beta Wealth Group’s PIMCO Municipal Income Fund III PMX Stock Holding History

Beta Wealth Group’s Portfolio PMX Stock Details PMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,358
Closed -$77.9K – 128
2025
Q2 		$77.9K Sell
11,358
-96,310
-89% -$658K 0.03% 104
2025
Q1 		$771K Sell
107,668
-8,589
-7% -$63K 0.28% 47
2024
Q4 		$856K Buy
116,257
+4,493
+4% +$35.3K 0.38% 45
2024
Q3 		$923K Hold
111,764
– – 0.42% 44
2024
Q2 		$881K Sell
111,764
-24,034
-18% -$180K 0.42% 45
2024
Q1 		$1.01M Buy
135,798
+9,139
+7% +$68.1K 0.49% 39
2023
Q4 		$936K Buy
+126,659
New +$877K 0.49% 37
2023
Q3 		– Sell
-253,422
Closed -$2.04M – 104
2023
Q2 		$2.04M Sell
253,422
-20,268
-7% -$162K 1.18% 26
2023
Q1 		$2.27M Sell
273,690
-65,716
-19% -$541K 1.3% 26
2022
Q4 		$2.96M Buy
339,406
+302,569
+821% +$2.59M 1.98% 19
2022
Q3 		$284K Sell
36,837
-389,986
-91% -$3.67M 0.2% 68
2022
Q2 		$3.94M Buy
+426,823
New +$4.01M 2.64% 13

Other funds holding PMX

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beta Wealth Group's PMX Position: Q3 2025 in Review

Beta Wealth Group sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2025, closing a stake of 11,358 shares — an estimated $77.9K sold.

Beta Wealth Group first reported a position in PMX in Q2 2022 and held it in 12 quarters. The position peaked at $3.94M in Q2 2022. 1 fund tracked by Wall St. Rank holds PMX as of Q3 2025.

  • Beta Wealth Group reported no remaining PIMCO Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
  • Beta Wealth Group sold 11,358 PIMCO Municipal Income Fund III shares in Q3 2025, an estimated $77.9K.
  • Beta Wealth Group first reported a position in PIMCO Municipal Income Fund III in Q2 2022 and held it in 12 quarters.
  • Beta Wealth Group's PIMCO Municipal Income Fund III position peaked at $3.94M in Q2 2022.
  • 1 fund tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2025.

Based on Beta Wealth Group's 13F filing for Q3 2025, filed 7 Nov 2025.