AMBIA
PML

Allen Mooney & Barnes Investment Advisors’s PIMCO Municipal Income Fund II PML Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio PML Stock Details PML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-104,224
Closed -$789K – 165
2026
Q1 		$789K Sell
104,224
-56,258
-35% -$431K 0.11% 82
2025
Q4 		$1.21M Buy
160,482
+57,457
+56% +$447K 0.18% 64
2025
Q3 		$815K Sell
103,025
-7,481
-7% -$55.1K 0.13% 76
2025
Q2 		$823K Buy
110,506
+2,294
+2% +$17.3K 0.14% 76
2025
Q1 		$877K Buy
108,212
+1,765
+2% +$14.7K 0.14% 76
2024
Q4 		$861K Buy
106,447
+1,779
+2% +$15.6K 0.15% 76
2024
Q3 		$983K Buy
104,668
+790
+0.8% +$6.92K 0.17% 72
2024
Q2 		$886K Buy
103,878
+143
+0.1% +$1.2K 0.16% 74
2024
Q1 		$868K Buy
103,735
+1,139
+1% +$9.59K 0.17% 75
2023
Q4 		$852K Buy
102,596
+1,511
+1% +$11.8K 0.16% 74
2023
Q3 		$777K Sell
101,085
-2,639
-3% -$23K 0.17% 73
2023
Q2 		$938K Buy
103,724
+623
+0.6% +$5.66K 0.21% 66
2023
Q1 		$968K Buy
103,101
+480
+0.5% +$4.43K 0.23% 64
2022
Q4 		$928K Sell
102,621
-7,181
-7% -$66.8K 0.22% 62
2022
Q3 		$1.05M Buy
109,802
+2,211
+2% +$24.4K 0.28% 60
2022
Q2 		$1.16M Buy
107,591
+1,247
+1% +$13.6K 0.3% 63
2022
Q1 		$1.22M Buy
+106,344
New +$1.4M 0.27% 63

Other funds holding PML

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's PML Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors sold out of PIMCO Municipal Income Fund II (PML) in Q2 2026, closing a stake of 104,224 shares — an estimated $789K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in PML in Q1 2022 and held it in 17 quarters. The position peaked at $1.22M in Q1 2022. 51 funds tracked by Wall St. Rank hold PML as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors reported no remaining PIMCO Municipal Income Fund II position as of Q2 2026 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 104,224 PIMCO Municipal Income Fund II shares in Q2 2026, an estimated $789K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in PIMCO Municipal Income Fund II in Q1 2022 and held it in 17 quarters.
  • Allen Mooney & Barnes Investment Advisors's PIMCO Municipal Income Fund II position peaked at $1.22M in Q1 2022.
  • 51 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.