MA
PMBS

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

Mutual 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 		$540K Buy
10,940
+33
+0.3% +$1.63K 0.01% 905
2026
Q1 		$541K Buy
10,907
+12
+0.1% +$600 0.01% 848
2025
Q4 		$541K Buy
10,895
+59
+0.5% +$2.94K 0.01% 837
2025
Q3 		$541K Buy
10,836
+14
+0.1% +$687 0.01% 817
2025
Q2 		$527K Buy
10,822
+12
+0.1% +$581 0.01% 756
2025
Q1 		$526K Buy
+10,810
New +$523K 0.02% 690

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

Mutual Advisors's PMBS Position: Q2 2026 in Review

Mutual Advisors increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 0.3% in Q2 2026, buying an estimated $1.63K and bringing the position to 10,940 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #905.

Mutual Advisors first reported a position in PMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $541K in Q4 2025. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Mutual Advisors held 10,940 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $540K as of Q2 2026.
  • Mutual Advisors bought 33 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.63K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #905 holding.
  • Mutual Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
  • Mutual Advisors's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $541K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.