P
PMBS

&Partners’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

&Partners’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 		$1.14M Buy
+23,029
New +$1.15M 0.01% 1224

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

&Partners's PMBS Position: Q1 2026 in Review

&Partners opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q1 2026: 23,029 shares worth $1.14M. The stake represents 0.01% of the portfolio and ranks #1224 among its holdings.

99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

  • &Partners held 23,029 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $1.14M as of Q1 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new &Partners position in Q1 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.01% of &Partners's portfolio in Q1 2026, its #1224 holding.
  • 99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.