Cornerstone Planning Group
PMBS icon

Cornerstone Planning Group’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Cornerstone Planning Group’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 		– Sell
-572
Closed -$27.8K – 1809
2026
Q2 		$27.8K Hold
572
– – ﹤0.01% 572
2026
Q1 		$28.2K Buy
+572
New +$28.6K ﹤0.01% 559

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Cornerstone Planning Group's PMBS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q3 2026, closing a stake of 572 shares — an estimated $27.8K sold.

Cornerstone Planning Group first reported a position in PMBS in Q1 2026 and held it in 2 quarters. The position peaked at $28.2K in Q1 2026. 27 funds tracked by Wall St. Rank hold PMBS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 572 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q3 2026, an estimated $27.8K.
  • Cornerstone Planning Group first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $28.2K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.