SIM
PMBS

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

Studio Investment Management’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 		$358K Buy
7,259
+2,013
+38% +$99.5K 0.06% 152
2026
Q1 		$260K Buy
5,246
+1,171
+29% +$58.5K 0.05% 162
2025
Q4 		$203K Buy
+4,075
New +$203K 0.04% 176

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Studio Investment Management's PMBS Position: Q2 2026 in Review

Studio Investment Management increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 38% in Q2 2026, buying an estimated $99.5K and bringing the position to 7,259 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #152.

Studio Investment Management first reported a position in PMBS in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Studio Investment Management held 7,259 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $358K as of Q2 2026.
  • Studio Investment Management bought 2,013 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $99.5K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.06% of Studio Investment Management's portfolio in Q2 2026, its #152 holding.
  • Studio Investment Management first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.