BFC Planning, Inc.’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$124K Buy
+2,511
New +$124K 0.01% 1137

Other funds holding PMBS

BFC Planning, Inc.'s PMBS Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q2 2026: 2,511 shares worth $124K. The stake represents 0.01% of the portfolio and ranks #1137 among its holdings.

109 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • BFC Planning, Inc. held 2,511 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $124K as of Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new BFC Planning, Inc. position in Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1137 holding.
  • 109 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.