MGIA
PML

Moneta Group Investment Advisors’s PIMCO Municipal Income Fund II PML Stock Holding History

Moneta Group Investment 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
2026
Q2 		$151K Sell
19,779
-3,524
-15% -$26.5K ﹤0.01% 848
2026
Q1 		$176K Sell
23,303
-2,035
-8% -$15.6K ﹤0.01% 775
2025
Q4 		$191K Sell
25,338
-37
-0.1% -$288 ﹤0.01% 780
2025
Q3 		$201K Buy
25,375
+4,530
+22% +$33.4K ﹤0.01% 763
2025
Q2 		$155K Buy
+20,845
New +$157K ﹤0.01% 682

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
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Moneta Group Investment Advisors's PML Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its PIMCO Municipal Income Fund II (PML) stake by 15% in Q2 2026, selling an estimated $26.5K and leaving 19,779 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Moneta Group Investment Advisors first reported a position in PML in Q2 2025 and has held it in 5 quarters since. The position peaked at $201K in Q3 2025. 154 funds tracked by Wall St. Rank hold PML as of Q2 2026.

  • Moneta Group Investment Advisors held 19,779 shares of PIMCO Municipal Income Fund II worth $151K as of Q2 2026.
  • Moneta Group Investment Advisors sold 3,524 PIMCO Municipal Income Fund II shares in Q2 2026, an estimated $26.5K.
  • PIMCO Municipal Income Fund II made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #848 holding.
  • Moneta Group Investment Advisors first reported a position in PIMCO Municipal Income Fund II in Q2 2025 and has held it in 5 quarters since.
  • Moneta Group Investment Advisors's PIMCO Municipal Income Fund II position peaked at $201K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.