Jones Financial Companies
PMBS

Jones Financial Companies’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Jones Financial Companies’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 		$12.1K Buy
+244
New +$12.1K ﹤0.01% 3720

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LPL Financial
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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
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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Jones Financial Companies's PMBS Position: Q2 2026 in Review

Jones Financial Companies opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q2 2026: 244 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #3720 among its holdings.

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

  • Jones Financial Companies held 244 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $12.1K as of Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new Jones Financial Companies position in Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3720 holding.
  • 106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.