Edge Wealth Management »

Pimco Income Strategy Fund II shares owned by Edge Wealth Management

Quarter-by-quarter ownership of Pimco Income Strategy Fund II (PFN) shares owned by Edge Wealth Management from 13F filings

Historical chart of Edge 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 Edge Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Income Strategy Fund II by Edge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $148k 20k 7.46
2023-12-31 $143k 20k 7.23
2023-09-30 $131k 20k 6.59
2023-06-30 $143k 20k 7.21
2013-06-30 $3.0k 260 11.54

More positions owned by Edge Wealth Management

Ishares Tr Pfd And Incm Sec (PFF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Russell 2000 Etf (IWM)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Waste Management (WM)
Merck & Co (MRK)
General Dynamics Corporation (GD)
salesforce (CRM)
Public Storage (PSA)
Wal-Mart Stores (WMT)
BlackRock (BLK)

View all positions for Edge Wealth Management

Top funds holding Pimco Income Strategy Fund II

Rivernorth Capital Management
LPL Financial
Penserra Capital Management
EverSource Wealth Advisors
Cohen & Steers Capital Management
Guggenheim Capital, LLC Managers
Northwestern Mutual Wealth Management Company
PFG Investments
Consolidated Portfolio Review Corp
Ameriprise Financial
Morgan Stanley
Commonwealth Equity Services
Wells Fargo & Company
Raymond James & Associates
Horizon Kinetics Asset Management

View all funds holding Pimco Income Strategy Fund II