Mascoma Wealth Management’s PIMCO Municipal Income Fund PMF Stock Holding History

Mascoma Wealth Management’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 Q2	–	Sell	-38	Closed	-$336	–	491
2025 Q1	$336	Hold	38	–	–	﹤0.01%	488
2024 Q4	$341	Hold	38	–	–	﹤0.01%	509
2024 Q3	$392	Hold	38	–	–	﹤0.01%	448
2024 Q2	$348	Hold	38	–	–	﹤0.01%	484
2024 Q1	$355	Hold	38	–	–	﹤0.01%	447
2023 Q4	$355	Hold	38	–	–	﹤0.01%	460
2023 Q3	$319	Hold	38	–	–	﹤0.01%	495
2023 Q2	$367	Hold	38	–	–	﹤0.01%	473
2023 Q1	$377	Hold	38	–	–	﹤0.01%	580
2022 Q4	$396	Hold	38	–	–	﹤0.01%	608
2022 Q3	$0	Hold	38	–	–	﹤0.01%	623
2022 Q2	$0	Buy	+38	New	+$422	﹤0.01%	633

Other funds holding PMF

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mascoma Wealth Management's PMF Position: Q2 2025 in Review

Mascoma Wealth Management sold out of PIMCO Municipal Income Fund (PMF) in Q2 2025, closing a stake of 38 shares — an estimated $336 sold.

Mascoma Wealth Management first reported a position in PMF in Q2 2022 and held it in 12 quarters. The position peaked at $396 in Q4 2022. 66 funds tracked by Wall St. Rank hold PMF as of Q2 2025.

Mascoma Wealth Management reported no remaining PIMCO Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Mascoma Wealth Management sold 38 PIMCO Municipal Income Fund shares in Q2 2025, an estimated $336.
Mascoma Wealth Management first reported a position in PIMCO Municipal Income Fund in Q2 2022 and held it in 12 quarters.
Mascoma Wealth Management's PIMCO Municipal Income Fund position peaked at $396 in Q4 2022.
66 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.