Northwestern Mutual Wealth Management
PMBS

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

Northwestern Mutual Wealth Management’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
2024
Q4 		– Sell
-22
Closed -$1.1K – 3930
2024
Q3 		$1.1K Buy
+22
New +$1.1K ﹤0.01% 3229

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CA
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LPL Financial
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Northwestern Mutual Wealth Management's PMBS Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q4 2024, closing a stake of 22 shares — an estimated $1.1K sold.

Northwestern Mutual Wealth Management first reported a position in PMBS in Q3 2024 and held it in 1 quarter. The position peaked at $1.1K in Q3 2024. 28 funds tracked by Wall St. Rank hold PMBS as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 22 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q4 2024, an estimated $1.1K.
  • Northwestern Mutual Wealth Management first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $1.1K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.