AssetMark Inc’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

AssetMark Inc’s Portfolio PMBS Stock Details PMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$925	Buy	+20	New	+$966	﹤0.01%	3248

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RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

AssetMark Inc's PMBS Position: Q3 2026 in Review

AssetMark Inc opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q3 2026: 20 shares worth $925. The stake represents ﹤0.01% of the portfolio and ranks #3248 among its holdings.

46 funds tracked by Wall St. Rank hold PMBS as of Q3 2026.

AssetMark Inc held 20 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $925 as of Q3 2026.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new AssetMark Inc position in Q3 2026.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3248 holding.
46 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.