Integrated Wealth Concepts’s PIMCO Municipal Income Fund PMF Stock Holding History

Integrated Wealth Concepts’s Portfolio PMF Stock Details PMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,000	Closed	-$87.8K	–	2072
2025 Q2	$87.8K	Buy	+11,000	New	+$88.6K	﹤0.01%	1839

Other funds holding PMF

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Integrated Wealth Concepts's PMF Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of PIMCO Municipal Income Fund (PMF) in Q3 2025, closing a stake of 11,000 shares — an estimated $87.8K sold.

Integrated Wealth Concepts first reported a position in PMF in Q2 2025 and held it in 1 quarter. The position peaked at $87.8K in Q2 2025. 1 fund tracked by Wall St. Rank holds PMF as of Q3 2025.

Integrated Wealth Concepts reported no remaining PIMCO Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 11,000 PIMCO Municipal Income Fund shares in Q3 2025, an estimated $87.8K.
Integrated Wealth Concepts first reported a position in PIMCO Municipal Income Fund in Q2 2025 and held it in 1 quarter.
Integrated Wealth Concepts's PIMCO Municipal Income Fund position peaked at $87.8K in Q2 2025.
1 fund tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.