OIA
PMBS

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

OneDigital Investment 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 		$30M Buy
605,723
+183,045
+43% +$9.15M 0.29% 69
2025
Q4 		$21M Buy
422,678
+207,587
+97% +$10.3M 0.21% 103
2025
Q3 		$10.7M Buy
215,091
+80,731
+60% +$3.96M 0.11% 161
2025
Q2 		$6.59M Hold
134,360
– – 0.07% 210
2025
Q1 		$6.59M Hold
134,360
– – 0.08% 196
2024
Q4 		$6.43M Hold
134,360
– – 0.07% 201
2024
Q3 		$6.71M Buy
+134,360
New +$6.71M 0.08% 204

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
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 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
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

OneDigital Investment Advisors's PMBS Position: Q1 2026 in Review

OneDigital Investment Advisors increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 43% in Q1 2026, buying an estimated $9.15M and bringing the position to 605,723 shares worth $30M. The position accounts for 0.29% of the portfolio, ranked #69.

OneDigital Investment 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.

  • OneDigital Investment Advisors held 605,723 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $30M as of Q1 2026.
  • OneDigital Investment Advisors bought 183,045 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $9.15M.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.29% of OneDigital Investment Advisors's portfolio in Q1 2026, its #69 holding.
  • OneDigital Investment 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 OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.