TBH Global Asset Management’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

TBH Global Asset 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	$1.8M	Buy	36,401 +24,422	+204%	+$1.21M	0.33%	74
2026 Q1	$621K	Buy	+11,979	New	+$599K	0.13%	149

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

TBH Global Asset Management's PMBS Position: Q2 2026 in Review

TBH Global Asset Management increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 204% in Q2 2026, buying an estimated $1.21M and bringing the position to 36,401 shares worth $1.8M. The position accounts for 0.33% of the portfolio, ranked #74.

TBH Global Asset Management first reported a position in PMBS in Q1 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

TBH Global Asset Management held 36,401 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $1.8M as of Q2 2026.
TBH Global Asset Management bought 24,422 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.21M.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.33% of TBH Global Asset Management's portfolio in Q2 2026, its #74 holding.
TBH Global Asset Management first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.