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

IFP 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 Q3	$25.4K	Hold	550	–	–	﹤0.01%	2819
2026 Q2	$27.2K	Hold	550	–	–	﹤0.01%	2772
2026 Q1	$27.3K	Hold	550	–	–	﹤0.01%	2602
2025 Q4	$27.3K	Hold	550	–	–	﹤0.01%	2551
2025 Q3	$27.3K	Hold	550	–	–	﹤0.01%	2412
2025 Q2	$27K	Hold	550	–	–	﹤0.01%	2383
2025 Q1	$27K	Hold	550	–	–	﹤0.01%	2169
2024 Q4	$26.3K	Hold	550	–	–	﹤0.01%	2121
2024 Q3	$27.5K	Buy	+550	New	+$27.5K	﹤0.01%	2013

Other funds holding PMBS

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

IFP Advisors's PMBS Position: Q3 2026 in Review

IFP Advisors held its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) position steady in Q3 2026 at 550 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

IFP Advisors first reported a position in PMBS in Q3 2024 and has held it in 9 quarters since. The position peaked at $27.5K in Q3 2024. 30 funds tracked by Wall St. Rank hold PMBS as of Q3 2026.

IFP Advisors held 550 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $25.4K as of Q3 2026.
IFP Advisors left its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund share count unchanged in Q3 2026.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2819 holding.
IFP Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2024 and has held it in 9 quarters since.
IFP Advisors's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $27.5K in Q3 2024.
30 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.