HGERS
PMBS

Householder Group Estate & Retirement Specialist’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-466
Closed -$23K – 1276
2024
Q3 		$23K Buy
+466
New +$23.3K 0.01% 663

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OIA
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SIA
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WANY
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Commonwealth Equity Services
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HCM
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PMBS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q4 2024, closing a stake of 466 shares — an estimated $23K sold.

Householder Group Estate & Retirement Specialist first reported a position in PMBS in Q3 2024 and held it in 1 quarter. The position peaked at $23K in Q3 2024. 28 funds tracked by Wall St. Rank hold PMBS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 466 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q4 2024, an estimated $23K.
  • Householder Group Estate & Retirement Specialist first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $23K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.