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PMBS

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

NewEdge 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 		$14M Buy
281,470
+169,999
+153% +$8.5M 0.05% 359
2025
Q4 		$5.54M Buy
111,471
+66,135
+146% +$3.29M 0.02% 617
2025
Q3 		$2.25M Buy
45,336
+44,851
+9,248% +$2.2M 0.01% 954
2025
Q2 		$23.8K Hold
485
– – ﹤0.01% 2890
2025
Q1 		$23.8K Hold
485
– – ﹤0.01% 2806
2024
Q4 		$23.2K Hold
485
– – ﹤0.01% 2769
2024
Q3 		$24.2K Buy
+485
New +$24.2K ﹤0.01% 2664

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

NewEdge Advisors's PMBS Position: Q1 2026 in Review

NewEdge Advisors increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 153% in Q1 2026, buying an estimated $8.5M and bringing the position to 281,470 shares worth $14M. The position accounts for 0.05% of the portfolio, ranked #359.

NewEdge Advisors first reported a position in PMBS in Q3 2024 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

  • NewEdge Advisors held 281,470 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $14M as of Q1 2026.
  • NewEdge Advisors bought 169,999 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $8.5M.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.05% of NewEdge Advisors's portfolio in Q1 2026, its #359 holding.
  • NewEdge Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2024 and has held it in 7 quarters since.
  • 99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.