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Pimco Income Strategy Fund II shares owned by Mallini Complete Financial Planning

Quarter-by-quarter ownership of Pimco Income Strategy Fund II (PFN) shares owned by Mallini Complete Financial Planning from 13F filings

Historical chart of Mallini Complete Financial Planning investment in Pimco Income Strategy Fund II

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All positions including Pimco Income Strategy Fund II held by Mallini Complete Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Income Strategy Fund II by Mallini Complete Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $409k 54k 7.59
2025-06-30 $376k 51k 7.39
2025-03-31 $336k 45k 7.54
2024-12-31 $299k 40k 7.45

More positions owned by Mallini Complete Financial Planning

Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Usa Compression Partners Lp Comunit Ltdpar Stock (USAC)
Vanguard S&p 500 Etf Etf (Principal) (VOO)
Vanguard Esg International Stock Etf Etf (VSGX)
Ares Capital Corp Cef (ARCC)
Apple Stock (AAPL)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)
Guggenheim Strategic Opportun Com Sbi Cef (GOF)
Amazon Stock (Principal) (AMZN)

View all positions for Mallini Complete Financial Planning

Top funds holding Pimco Income Strategy Fund II

Rivernorth Capital Management
Guggenheim Capital, LLC Managers
LPL Financial
EverSource Wealth Advisors
Ameriprise Financial
Cohen & Steers Capital Management
Invesco
Raymond James Financial
Wells Fargo & Company
Gridiron Partners
Morgan Stanley
Envestnet Asset Management
Centaurus Financial
Consolidated Portfolio Review Corp
Thomas J. Herzfeld Advisors

View all funds holding Pimco Income Strategy Fund II