Cerity Partners
PML

Cerity Partners’s PIMCO Municipal Income Fund II PML Stock Holding History

Cerity Partners’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
Q1 		$113K Sell
14,890
-82
-0.5% -$629 ﹤0.01% 3005
2025
Q4 		$113K Sell
14,972
-1,989
-12% -$15.5K ﹤0.01% 2730
2025
Q3 		$134K Buy
+16,961
New +$125K ﹤0.01% 2582
2024
Q2 		– Sell
-17,956
Closed -$153K – 2368
2024
Q1 		$153K Buy
17,956
+7,852
+78% +$66.1K ﹤0.01% 2156
2023
Q4 		$84K Hold
10,104
– – ﹤0.01% 1792
2023
Q3 		$78K Sell
10,104
-10,104
-50% -$88.2K ﹤0.01% 1342
2023
Q2 		$183K Hold
20,208
– – ﹤0.01% 1501
2023
Q1 		$187K Hold
20,208
– – ﹤0.01% 1723
2022
Q4 		$183K Buy
20,208
+3,647
+22% +$33.9K ﹤0.01% 1356
2022
Q3 		$159K Buy
+16,561
New +$183K ﹤0.01% 1083

Other funds holding PML

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RCM
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HWAM
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GC
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Morgan Stanley
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Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return