BAM Wealth Management
PMBS icon

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

BAM Wealth 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 		$1.47M Buy
31,869
+129
+0.4% +$6.23K 0.8% 27
2026
Q2 		$1.57M Buy
31,740
+1,547
+5% +$76.5K 0.98% 23
2026
Q1 		$1.5M Buy
30,193
+2,920
+11% +$146K 1.12% 19
2025
Q4 		$1.36M Buy
27,273
+6,461
+31% +$321K 0.98% 21
2025
Q3 		$1.03M Buy
+20,812
New +$1.02M 0.8% 29

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Orgel Wealth Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Spectrum Investment Advisors
Spectrum Investment Advisors Mequon, Wisconsin $241M AUM 9.47% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

BAM Wealth Management's PMBS Position: Q3 2026 in Review

BAM Wealth Management increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 0.41% in Q3 2026, buying an estimated $6.23K and bringing the position to 31,869 shares worth $1.47M. The position accounts for 0.8% of the portfolio, ranked #27.

BAM Wealth Management first reported a position in PMBS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q2 2026. 63 funds tracked by Wall St. Rank hold PMBS as of Q3 2026.

  • BAM Wealth Management held 31,869 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $1.47M as of Q3 2026.
  • BAM Wealth Management bought 129 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q3 2026, an estimated $6.23K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.8% of BAM Wealth Management's portfolio in Q3 2026, its #27 holding.
  • BAM Wealth Management first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2025 and has held it in 5 quarters since.
  • BAM Wealth Management's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $1.57M in Q2 2026.
  • 63 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.