SIA
PMBS

SkyView Investment Advisors’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

SkyView Investment Advisors’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
2025
Q3 		– Sell
-134,360
Closed -$6.57M – 345
2025
Q2 		$6.57M Hold
134,360
– – 0.94% 13
2025
Q1 		$6.59M Hold
134,360
– – 0.99% 11
2024
Q4 		$6.43M Hold
134,360
– – 1.03% 11
2024
Q3 		$6.71M Buy
+134,360
New +$6.71M 1.12% 10

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

SkyView Investment Advisors's PMBS Position: Q3 2025 in Review

SkyView Investment Advisors sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q3 2025, closing a stake of 134,360 shares — an estimated $6.57M sold.

SkyView Investment Advisors first reported a position in PMBS in Q3 2024 and held it in 4 quarters. The position peaked at $6.71M in Q3 2024. 50 funds tracked by Wall St. Rank hold PMBS as of Q3 2025.

  • SkyView Investment Advisors reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • SkyView Investment Advisors sold 134,360 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q3 2025, an estimated $6.57M.
  • SkyView Investment Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2024 and held it in 4 quarters.
  • SkyView Investment Advisors's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $6.71M in Q3 2024.
  • 50 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q3 2025.

Based on SkyView Investment Advisors's 13F filing for Q3 2025, filed 13 Feb 2026.