Independent Financial Group’s PIMCO Income Strategy Fund II PFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$499K Buy
2025
Q4
$450K Hold
2025
Q3
$455K Hold
2025
Q2
$443K Buy
2025
Q1
$375K Buy
2024
Q4
$240K Buy
2024
Q3
$96.7K Buy
2024
Q2
$88K Buy