Miller Financial Services
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Miller Financial Services’s PIMCO Income Strategy Fund PFL Stock Holding History

Miller Financial Services’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,126
Closed -$93.2K – 122
2024
Q4 		$93.2K Buy
+11,126
New +$94.5K 0.08% 124

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Miller Financial Services's PFL Position: Q1 2025 in Review

Miller Financial Services sold out of PIMCO Income Strategy Fund (PFL) in Q1 2025, closing a stake of 11,126 shares — an estimated $93.2K sold.

Miller Financial Services first reported a position in PFL in Q4 2024 and held it in 1 quarter. The position peaked at $93.2K in Q4 2024. 71 funds tracked by Wall St. Rank hold PFL as of Q1 2025.

  • Miller Financial Services reported no remaining PIMCO Income Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Miller Financial Services sold 11,126 PIMCO Income Strategy Fund shares in Q1 2025, an estimated $93.2K.
  • Miller Financial Services first reported a position in PIMCO Income Strategy Fund in Q4 2024 and held it in 1 quarter.
  • Miller Financial Services's PIMCO Income Strategy Fund position peaked at $93.2K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2025.

Based on Miller Financial Services's 13F filing for Q1 2025, filed 5 May 2025.