AIM
PMBS

Avity Investment Management’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Avity Investment Management’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 		$3.89M Buy
84,130
+16,850
+25% +$814K 0.24% 46
2026
Q2 		$3.32M Buy
67,280
+33,880
+101% +$1.67M 0.21% 49
2026
Q1 		$1.66M Buy
+33,400
New +$1.67M 0.12% 60

Other funds holding PMBS

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avity Investment Management's PMBS Position: Q3 2026 in Review

Avity Investment Management increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 25% in Q3 2026, buying an estimated $814K and bringing the position to 84,130 shares worth $3.89M. The position accounts for 0.24% of the portfolio, ranked #46.

Avity Investment Management first reported a position in PMBS in Q1 2026 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold PMBS as of Q3 2026.

  • Avity Investment Management held 84,130 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $3.89M as of Q3 2026.
  • Avity Investment Management bought 16,850 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q3 2026, an estimated $814K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.24% of Avity Investment Management's portfolio in Q3 2026, its #46 holding.
  • Avity Investment Management first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2026 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.