Pimco Income Strategy Fund II shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Pimco Income Strategy Fund II (PFN) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Pimco Income Strategy Fund II
Tip: Access up to 7 years of quarterly data
All positions including Pimco Income Strategy Fund II held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pimco Income Strategy Fund II by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 28k | 7.59 |
| 2025-06-30 | $205k | 28k | 7.39 |
| 2025-03-31 | $210k | 28k | 7.54 |
| 2024-12-31 | $207k | 28k | 7.45 |
| 2024-09-30 | $212k | 28k | 7.62 |
| 2024-06-30 | $199k | 28k | 7.17 |
| 2024-03-31 | $207k | 28k | 7.46 |
| 2023-09-30 | $183k | 28k | 6.59 |
| 2023-06-30 | $199k | 28k | 7.21 |
| 2023-03-31 | $98k | 14k | 7.17 |
More positions owned by Walled Lake Planning & Wealth Management
View all positions for Walled Lake Planning & Wealth Management
Top funds holding Pimco Income Strategy Fund II
View all funds holding Pimco Income Strategy Fund II