Sierra Capital’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Sierra Capital’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 Q2	$425K	Buy	8,597 +34	+0.4%	+$1.68K	0.04%	183
2026 Q1	$425K	Buy	8,563 +33	+0.4%	+$1.65K	0.05%	178
2025 Q4	$424K	Buy	8,530 +36	+0.4%	+$1.79K	0.04%	165
2025 Q3	$422K	Buy	8,494 +36	+0.4%	+$1.77K	0.05%	176
2025 Q2	$415K	Buy	8,458 +32	+0.4%	+$1.55K	0.05%	173
2025 Q1	$414K	Sell	8,426 -276	-3%	-$13.3K	0.05%	161
2024 Q4	$416K	Sell	8,702 -4,472	-34%	-$218K	0.05%	161
2024 Q3	$658K	Buy	+13,174	New	+$658K	0.08%	146

Other funds holding PMBS

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Sierra Capital's PMBS Position: Q2 2026 in Review

Sierra Capital increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 0.4% in Q2 2026, buying an estimated $1.68K and bringing the position to 8,597 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #183.

Sierra Capital first reported a position in PMBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $658K in Q3 2024. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

Sierra Capital held 8,597 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $425K as of Q2 2026.
Sierra Capital bought 34 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.68K.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.04% of Sierra Capital's portfolio in Q2 2026, its #183 holding.
Sierra Capital first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
Sierra Capital's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $658K in Q3 2024.
106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.