OWM
PMBS

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

Orgel Wealth Management’s Portfolio PMBS Stock Details PMBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$216M Buy
4,395,611
+69,667
+2% +$3.42M 5.2% 6
2025
Q1 		$212M Buy
4,325,944
+1,473,537
+52% +$72.3M 5.51% 7
2024
Q4 		$137M Buy
+2,852,407
New +$137M 3.56% 12