LFWA
PMBS

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

LiftPoint Family Wealth 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
Q1 		$273K Sell
5,503
-60
-1% -$3K 0.23% 46
2025
Q4 		$276K Buy
+5,563
New +$277K 0.24% 41

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