Prudential Financial
PMBS

Prudential Financial’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Prudential Financial’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
-14,913
Closed -$744K – 2787
2024
Q3 		$744K Buy
+14,913
New +$745K ﹤0.01% 2037

Other funds holding PMBS

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $244M AUM 14.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Prudential Financial's PMBS Position: Q4 2024 in Review

Prudential Financial sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q4 2024, closing a stake of 14,913 shares — an estimated $744K sold.

Prudential Financial first reported a position in PMBS in Q3 2024 and held it in 1 quarter. The position peaked at $744K in Q3 2024. 28 funds tracked by Wall St. Rank hold PMBS as of Q4 2024.

  • Prudential Financial reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 14,913 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q4 2024, an estimated $744K.
  • Prudential Financial first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Prudential Financial's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $744K 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 Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.