Whipplewood Advisors’s PIMCO Municipal Income Fund PMF Stock Holding History

Whipplewood Advisors’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	-59,121	Closed	-$472K	–	935
2025 Q2	$472K	Buy	59,121 +46,520	+369%	+$375K	0.26%	94
2025 Q1	$512K	Sell	12,601 -44,047	-78%	-$397K	0.3%	78
2024 Q4	$509K	Buy	+56,648	New	+$547K	0.29%	82

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

Whipplewood Advisors's PMF Position: Q3 2025 in Review

Whipplewood Advisors sold out of PIMCO Municipal Income Fund (PMF) in Q3 2025, closing a stake of 59,121 shares — an estimated $472K sold.

Whipplewood Advisors first reported a position in PMF in Q4 2024 and held it in 3 quarters. The position peaked at $512K in Q1 2025. 1 fund tracked by Wall St. Rank holds PMF as of Q3 2025.

Whipplewood Advisors reported no remaining PIMCO Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 59,121 PIMCO Municipal Income Fund shares in Q3 2025, an estimated $472K.
Whipplewood Advisors first reported a position in PIMCO Municipal Income Fund in Q4 2024 and held it in 3 quarters.
Whipplewood Advisors's PIMCO Municipal Income Fund position peaked at $512K in Q1 2025.
1 fund tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q3 2025.

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