PWM
PML

Peterson Wealth Management’s PIMCO Municipal Income Fund II PML Stock Holding History

Peterson Wealth Management’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 		$12.6K Buy
1,651
+26
+2% +$195 0.01% 137
2026
Q1 		$12.3K Buy
+1,625
New +$12.5K 0.01% 124

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

Peterson Wealth Management's PML Position: Q2 2026 in Review

Peterson Wealth Management increased its PIMCO Municipal Income Fund II (PML) stake by 1.6% in Q2 2026, buying an estimated $195 and bringing the position to 1,651 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #137.

Peterson Wealth Management first reported a position in PML in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold PML as of Q2 2026.

  • Peterson Wealth Management held 1,651 shares of PIMCO Municipal Income Fund II worth $12.6K as of Q2 2026.
  • Peterson Wealth Management bought 26 PIMCO Municipal Income Fund II shares in Q2 2026, an estimated $195.
  • PIMCO Municipal Income Fund II made up 0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Peterson Wealth Management first reported a position in PIMCO Municipal Income Fund II in Q1 2026 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.