CFA
PML

Cahill Financial Advisors’s PIMCO Municipal Income Fund II PML Stock Holding History

Cahill Financial 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
2025
Q2 		– Sell
-16,027
Closed -$130K – 281
2025
Q1 		$130K Buy
16,027
+1,358
+9% +$11.3K 0.02% 263
2024
Q4 		$119K Buy
+14,669
New +$129K 0.02% 260

Other funds holding PML

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Cahill Financial Advisors's PML Position: Q2 2025 in Review

Cahill Financial Advisors sold out of PIMCO Municipal Income Fund II (PML) in Q2 2025, closing a stake of 16,027 shares — an estimated $130K sold.

Cahill Financial Advisors first reported a position in PML in Q4 2024 and held it in 2 quarters. The position peaked at $130K in Q1 2025. 103 funds tracked by Wall St. Rank hold PML as of Q2 2025.

  • Cahill Financial Advisors reported no remaining PIMCO Municipal Income Fund II position as of Q2 2025 after selling out during the quarter.
  • Cahill Financial Advisors sold 16,027 PIMCO Municipal Income Fund II shares in Q2 2025, an estimated $130K.
  • Cahill Financial Advisors first reported a position in PIMCO Municipal Income Fund II in Q4 2024 and held it in 2 quarters.
  • Cahill Financial Advisors's PIMCO Municipal Income Fund II position peaked at $130K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q2 2025.

Based on Cahill Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.