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Pimco Municipal Income Fund III shares owned by Beta Wealth

Quarter-by-quarter ownership of Pimco Municipal Income Fund III (PMX) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in Pimco Municipal Income Fund III

Tip: Access up to 7 years of quarterly data

All positions including Pimco Municipal Income Fund III held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Municipal Income Fund III by Beta Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $936k 127k 7.39
2023-06-30 $2.0M 253k 8.05
2023-03-31 $2.3M 274k 8.31
2022-12-31 $3.0M 339k 8.71
2022-09-30 $284k 37k 7.71
2022-06-30 $3.9M 427k 9.22

More positions owned by Beta Wealth

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
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Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Vaneck Etf Trust Agribusiness Etf (MOO)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Dynamic Income SHS (PDI)

View all positions for Beta Wealth

Top funds holding Pimco Municipal Income Fund III

Fiera Capital Corporation
Guggenheim Capital, LLC Managers
Gill Capital Partners
Advisors Asset Management
Stifel Financial
Wells Fargo & Company
Van Eck Associates Corp.
UBS Group
Landscape Capital Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Beta Wealth
Park Avenue Securities
Bank of America Corporation
Wakefield Asset Management L

View all funds holding Pimco Municipal Income Fund III