Oregon Pacific Wealth Management’s PIMCO Municipal Income Fund III PMX Stock Holding History

Oregon Pacific Wealth Management’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	-18,000	Closed	-$123K	–	151
2025 Q2	$123K	Hold	18,000	–	–	0.12%	130
2025 Q1	$129K	Hold	18,000	–	–	0.13%	124
2024 Q4	$132K	Buy	+18,000	New	+$141K	0.13%	119

Other funds holding PMX

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

Oregon Pacific Wealth Management's PMX Position: Q3 2025 in Review

Oregon Pacific Wealth Management sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2025, closing a stake of 18,000 shares — an estimated $123K sold.

Oregon Pacific Wealth Management first reported a position in PMX in Q4 2024 and held it in 3 quarters. The position peaked at $132K in Q4 2024. 1 fund tracked by Wall St. Rank holds PMX as of Q3 2025.

Oregon Pacific Wealth Management reported no remaining PIMCO Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 18,000 PIMCO Municipal Income Fund III shares in Q3 2025, an estimated $123K.
Oregon Pacific Wealth Management first reported a position in PIMCO Municipal Income Fund III in Q4 2024 and held it in 3 quarters.
Oregon Pacific Wealth Management's PIMCO Municipal Income Fund III position peaked at $132K in Q4 2024.
1 fund tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.