Mercer Global Advisors
PMBS

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

Mercer Global 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 		– Sell
-6,363
Closed -$316K – 3368
2025
Q4 		$316K Buy
+6,363
New +$317K ﹤0.01% 2191

Other funds holding PMBS

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Mercer Global Advisors's PMBS Position: Q1 2026 in Review

Mercer Global Advisors sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q1 2026, closing a stake of 6,363 shares — an estimated $316K sold.

Mercer Global Advisors first reported a position in PMBS in Q4 2025 and held it in 1 quarter. The position peaked at $316K in Q4 2025. 99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

  • Mercer Global Advisors reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 6,363 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $316K.
  • Mercer Global Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q4 2025 and held it in 1 quarter.
  • Mercer Global Advisors's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $316K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.