Whipplewood Advisors’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Whipplewood Advisors’s Portfolio PZC Stock Details PZC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-27,190	Closed	-$169K	–	956
2025 Q2	$169K	Buy	+27,190	New	+$171K	0.09%	185

Other funds holding PZC

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Whipplewood Advisors's PZC Position: Q3 2025 in Review

Whipplewood Advisors sold out of PIMCO California Municipal Income Fund III (PZC) in Q3 2025, closing a stake of 27,190 shares — an estimated $169K sold.

Whipplewood Advisors first reported a position in PZC in Q2 2025 and held it in 1 quarter. The position peaked at $169K in Q2 2025. 1 fund tracked by Wall St. Rank holds PZC as of Q3 2025.

Whipplewood Advisors reported no remaining PIMCO California Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 27,190 PIMCO California Municipal Income Fund III shares in Q3 2025, an estimated $169K.
Whipplewood Advisors first reported a position in PIMCO California Municipal Income Fund III in Q2 2025 and held it in 1 quarter.
Whipplewood Advisors's PIMCO California Municipal Income Fund III position peaked at $169K in Q2 2025.
1 fund tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q3 2025.

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