Wealthstream Advisors’s PIMCO Municipal Income Fund III PMX Stock Holding History

Wealthstream Advisors’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	-14,765	Closed	-$101K	–	206
2025 Q2	$101K	Hold	14,765	–	–	0.02%	175
2025 Q1	$106K	Hold	14,765	–	–	0.02%	156
2024 Q4	$109K	Hold	14,765	–	–	0.02%	157
2024 Q3	$122K	Hold	14,765	–	–	0.02%	153
2024 Q2	$116K	Buy	14,765 +940	+7%	+$7.04K	0.04%	140
2024 Q1	$103K	Buy	+13,825	New	+$103K	0.04%	142

Other funds holding PMX

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

Wealthstream Advisors's PMX Position: Q3 2025 in Review

Wealthstream Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2025, closing a stake of 14,765 shares — an estimated $101K sold.

Wealthstream Advisors first reported a position in PMX in Q1 2024 and held it in 6 quarters. The position peaked at $122K in Q3 2024. 1 fund tracked by Wall St. Rank holds PMX as of Q3 2025.

Wealthstream Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
Wealthstream Advisors sold 14,765 PIMCO Municipal Income Fund III shares in Q3 2025, an estimated $101K.
Wealthstream Advisors first reported a position in PIMCO Municipal Income Fund III in Q1 2024 and held it in 6 quarters.
Wealthstream Advisors's PIMCO Municipal Income Fund III position peaked at $122K in Q3 2024.
1 fund tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.