IFG
PML

Independent Financial Group’s PIMCO Municipal Income Fund II PML Stock Holding History

Independent Financial Group’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 		– Sell
-11,578
Closed -$87.3K – 1511
2025
Q4 		$87.3K Buy
11,578
+6
+0.1% +$47 ﹤0.01% 1387
2025
Q3 		$91.5K Buy
11,572
+401
+4% +$2.95K ﹤0.01% 1336
2025
Q2 		$83.2K Hold
11,171
– – ﹤0.01% 1271
2025
Q1 		$90.5K Hold
11,171
– – ﹤0.01% 1151
2024
Q4 		$90.4K Hold
11,171
– – ﹤0.01% 1137
2024
Q3 		$105K Hold
11,171
– – ﹤0.01% 1103
2024
Q2 		$95.3K Hold
11,171
– – ﹤0.01% 1056
2024
Q1 		$95K Hold
11,171
– – ﹤0.01% 986
2023
Q4 		$92.7K Buy
+11,171
New +$86.9K 0.01% 926

Other funds holding PML

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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 $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Independent Financial Group's PML Position: Q1 2026 in Review

Independent Financial Group sold out of PIMCO Municipal Income Fund II (PML) in Q1 2026, closing a stake of 11,578 shares — an estimated $87.3K sold.

Independent Financial Group first reported a position in PML in Q4 2023 and held it in 9 quarters. The position peaked at $105K in Q3 2024. 155 funds tracked by Wall St. Rank hold PML as of Q1 2026.

  • Independent Financial Group reported no remaining PIMCO Municipal Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 11,578 PIMCO Municipal Income Fund II shares in Q1 2026, an estimated $87.3K.
  • Independent Financial Group first reported a position in PIMCO Municipal Income Fund II in Q4 2023 and held it in 9 quarters.
  • Independent Financial Group's PIMCO Municipal Income Fund II position peaked at $105K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.