SMA
PMBS

Seven Mile Advisory’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Seven Mile Advisory’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 		– Sell
-28,272
Closed -$1.4M – 291
2025
Q4 		$1.4M Buy
+28,272
New +$1.41M 0.24% 56

Other funds holding PMBS

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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 $2.75B AUM 19.24% 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 $11.8B AUM 21.23% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Seven Mile Advisory's PMBS Position: Q1 2026 in Review

Seven Mile Advisory sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q1 2026, closing a stake of 28,272 shares — an estimated $1.4M sold.

Seven Mile Advisory first reported a position in PMBS in Q4 2025 and held it in 1 quarter. The position peaked at $1.4M in Q4 2025. 99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

  • Seven Mile Advisory reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 28,272 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.4M.
  • Seven Mile Advisory first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q4 2025 and held it in 1 quarter.
  • Seven Mile Advisory's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $1.4M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.