Carson Wealth (CWM LLC)’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.83M	Buy	78,066 +77,506	+13,840%	+$3.8M	0.01%	679
2025 Q1	$27K	Buy	560 +7	+1%	+$338	﹤0.01%	3474
2024 Q4	$26K	Buy	553 +4	+0.7%	+$188	﹤0.01%	3270
2024 Q3	$27K	Buy	+549	New	+$27K	﹤0.01%	3188