Cambridge Investment Research Advisors’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Cambridge Investment Research Advisors’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 Q1	$2.95M	Buy	59,531 +4,171	+8%	+$208K	0.01%	1292
2025 Q4	$2.75M	Sell	55,360 -1,006	-2%	-$50.1K	0.01%	1283
2025 Q3	$2.8M	Buy	56,366 +4,165	+8%	+$204K	0.01%	1251
2025 Q2	$2.56M	Buy	52,201 +746	+1%	+$36.1K	0.01%	1243
2025 Q1	$2.52M	Sell	51,455 -1,316	-2%	-$63.6K	0.01%	1200
2024 Q4	$2.53M	Buy	52,771 +39,498	+298%	+$1.92M	0.01%	1191
2024 Q3	$663K	Buy	+13,273	New	+$663K	﹤0.01%	2187

Other funds holding PMBS

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Cambridge Investment Research Advisors's PMBS Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 7.5% in Q1 2026, buying an estimated $208K and bringing the position to 59,531 shares worth $2.95M. The position accounts for 0.01% of the portfolio, ranked #1292.

Cambridge Investment Research Advisors first reported a position in PMBS in Q3 2024 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

Cambridge Investment Research Advisors held 59,531 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $2.95M as of Q1 2026.
Cambridge Investment Research Advisors bought 4,171 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $208K.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1292 holding.
Cambridge Investment Research Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2024 and has held it in 7 quarters since.
99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.