IA
PMBS

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
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

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

IFP Advisors's PMBS Position: Q2 2026 in Review

IFP Advisors held its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) position steady in Q2 2026 at 550 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

IFP Advisors first reported a position in PMBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $27.5K in Q3 2024. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • IFP Advisors held 550 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $27.2K as of Q2 2026.
  • IFP Advisors left its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2772 holding.
  • IFP Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
  • IFP Advisors's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $27.5K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.