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
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 $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

Mutual Advisors's PMBS Position: Q1 2026 in Review

Mutual Advisors increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 0.11% in Q1 2026, buying an estimated $600 and bringing the position to 10,907 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #848.

Mutual Advisors first reported a position in PMBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $541K in Q4 2025. 99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

  • Mutual Advisors held 10,907 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $541K as of Q1 2026.
  • Mutual Advisors bought 12 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $600.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #848 holding.
  • Mutual Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
  • Mutual Advisors's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $541K 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 Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.